Xin Lang Cai Jing·2026-02-27 06:59Group 1 - The U.S. plans to utilize an AI model developed by the Department of Defense to establish reference prices for critical mineral trades globally, starting with germanium, gallium, antimony, and tungsten [1] - Industrial metals are experiencing a rise due to strong demand signals, with the U.S. January SIM manufacturing PMI significantly rebounding to 52.6, well above the expected 48.5 [1] - Domestic inventory accumulation of copper and aluminum has slowed down ahead of the Spring Festival, with processing enterprises showing decent operating rates and strong downstream purchasing activity following price declines [1] Group 2 - The Zhongzheng Industrial Nonferrous Metals Theme Index (H11059) has surged by 3.78%, with component stocks such as Xiamen Tungsten rising by 10.00% [1] - The Zhongzheng Industrial Nonferrous Metals Theme Index tracks 30 large-cap listed companies involved in copper, aluminum, lead-zinc, and rare earth metals, reflecting the overall performance of the industrial nonferrous metals sector [2] - The top ten weighted stocks in the Zhongzheng Industrial Nonferrous Metals Theme Index account for 55.71% of the index, including companies like Luoyang Molybdenum and Northern Rare Earth [2]