Zheng Quan Shi Bao Wang·2026-01-13 00:00Core Viewpoint - The article emphasizes the investment opportunities in strategic metals characterized by resource scarcity and strong demand due to industrial transformations and national strategic reserves [1] Group 1: Resource Characteristics - Strategic metals exhibit high rarity in the earth's crust, low extraction rates, and have been subject to over-exploitation, leading to supply fragility [1] - Concentrated geographical distribution of resources enhances supply vulnerability, creating a "bullish option" for these metals [1] - Resource nationalism and the tendency to "weaponize" strategic resources further add a premium to their strategic attributes [1] Group 2: Demand Dynamics - The demand for strategic metals is set to benefit from significant changes in industrial structures, driven by new technological revolutions [1] - New energy, new materials, and artificial intelligence are expected to initiate a new cycle of demand for strategic metals [1] - The current global context of resource supply security threats compels nations and industries to increase inventory levels, particularly for metals used in military applications [1]