哪些涨价细分领域可以重点关注

Price Trends and Market Dynamics - Domestic economy is entering a peak season post-Spring Festival, with demand expected to rise due to resumption of work and production[6] - Significant price increases observed in certain commodities, with some rising over 8% since the Spring Festival, including small metals (antimony, bismuth, cobalt), rare earths, and chemical products[6] - Stock prices in certain sectors have already reflected these price expectations, particularly in small metals, influenced by overseas geopolitical events and domestic export controls[6] Investment Opportunities - Recommended focus on chemical products, rare earths, and agricultural products due to price increases, with notable stock price movements: sulfur (53.4% price increase vs. 14.9% stock price increase), bismuth (80.2% vs. 17.4%), and cobalt (57% vs. 18%)[6] - Key sectors to watch include non-ferrous metals (cobalt, bismuth, antimony, tin, rare earths, copper) and new energy sectors like lithium iron phosphate batteries[6] Risks and Considerations - Potential risks include unexpected global economic fluctuations, uncertainties in U.S. tariffs and monetary policies, and escalated Sino-U.S. trade tensions[6] - The report emphasizes the importance of understanding policy implications and market dynamics, as well as the potential for data discrepancies and subjective assessments[6]