Ge Long Hui·2026-02-26 02:34Core Viewpoint - The rare metals sector in the A-share market experienced a collective surge, driven by rising raw material prices and strategic pricing adjustments by companies [1] Group 1: Market Performance - Companies such as Zhangyuan Tungsten and Yunnan Zhiye reached the daily limit increase, while Zhongtung High-tech rose over 8% and Dongfang Tantalum over 6% [1] - Other notable performers included Xianglu Tungsten, Rongjie Co., Tianqi Lithium, and Yongxing Materials, all increasing by over 4% [1] - The total market capitalization of Zhangyuan Tungsten is 443 billion, with a year-to-date increase of 160.30% [2] - Zhongtung High-tech has a market cap of 1,449 billion and a year-to-date increase of 129.52% [2] Group 2: Company Pricing Strategies - Zhangyuan Tungsten announced a price adjustment for its welding machine clamp blades due to rising tungsten raw material costs, effective from February 26, 2026 [1] - The company emphasized this decision is crucial for its sustainable development [1] Group 3: Government Initiatives - The White House plans to utilize an AI model developed by the Department of Defense to establish reference prices for critical mineral trades, starting with germanium, gallium, antimony, and tungsten [1]