Ge Long Hui A P P·2026-02-26 02:19Core Viewpoint - The rare metal stocks in the A-share market have collectively strengthened, with significant price increases observed in several companies, driven by rising raw material costs and strategic pricing adjustments [1][2]. Group 1: Company Performance - Zhangyuan Tungsten Industry and Yunnan Zinc Industry both reached the daily limit increase of 10.01% [1][2]. - Zhongtung High-tech saw an increase of over 8.11%, while Dongfang Tantalum Industry rose by over 6.70% [1][2]. - Other notable performers include Xianglu Tungsten Industry, Rongjie Co., Tianqi Lithium, and Yongxing Materials, all increasing by over 4% [1][2]. - Xiamen Tungsten Industry, Ganfeng Lithium, and Tibet Mining also experienced gains of over 3% [1][2]. Group 2: Market Dynamics - Zhangyuan Tungsten Industry announced a price adjustment for its welding machine clamp blades due to the continuous rise in tungsten raw material prices, effective from February 26, 2026 [1]. - The U.S. White House plans to utilize an AI model developed by the Department of Defense to establish reference prices for critical global mineral trades, starting with germanium, gallium, antimony, and tungsten [1].