Zhi Tong Cai Jing·2026-02-27 07:12Group 1 - The core viewpoint of the article highlights the significant rise in the stock price of Ximei Resources (09936), which increased over 14% and reached a new high, currently trading at 15.42 HKD with a transaction volume of 13.6647 million HKD [1] - The U.S. plans to establish reference prices for global critical mineral trade, emphasizing the strategic importance of niobium and tantalum in the defense and military sectors [1] - The domestic demand for niobium and tantalum has surged, making the control of these resources increasingly vital, especially as the country places greater emphasis and investment in the rare metals industry [1] Group 2 - Huayi Securities reports that Ximei Resources is a core producer of tantalum and niobium metallurgical products in China [1] - Ganfeng Lithium (002460) holds a 15.79% stake in Ximei Resources, making it the second-largest shareholder, and is focused on expanding its strategic metal portfolio [1] - Tantalum and niobium are critical materials in high-end sectors such as semiconductors and aerospace, aligning with lithium resources as strategic metals [1]