有色牛背后的隐形大佬

Group 1 - The article discusses the rising significance of copper in the AI era, likening it to "new oil," similar to how lithium was referred to as "white oil" in the new energy era [4][6] - A supply shock occurred when Indonesia's second-largest copper mine halted operations due to a landslide, leading to a surge in international copper prices [4][6] - The demand for various metals, including precious and industrial metals, has skyrocketed, with copper, silver, and gold being particularly sought after [4][6] Group 2 - The article highlights the wealth accumulation of Chinese resource players during the current super cycle of non-ferrous metals, drawing parallels to historical figures like Marc Rich [6][9] - Yu Yong, the head of Hongshang Group, has seen significant wealth growth due to investments in Luoyang Molybdenum, with a reported increase of over 40 billion yuan this year alone [9][12] - Yu Yong's investment strategy includes acquiring stakes in various mining operations globally, positioning Luoyang Molybdenum as a leading player in copper and cobalt production [12][14] Group 3 - The article mentions the strategic moves made by Hongshang Group, including acquiring significant stakes in copper and cobalt mines in Australia, Brazil, and the Democratic Republic of Congo [13][14] - The company has also expanded its operations by hiring key personnel from major firms like Glencore to replicate a successful "mining + trading" model [17] - Yu Yong's early investment in CATL has also yielded substantial returns, showcasing his foresight in the energy transition space [18][19] Group 4 - The article introduces Bian Ximing, another significant player in the gold market, who has made substantial profits during the current gold super cycle [21][22] - Bian's investment strategy focuses on gold and copper, with a notable emphasis on timing and cost management [34][31] - The article concludes by emphasizing the challenges and risks associated with investing in commodities during super cycles, highlighting the need for careful navigation of market dynamics [36][38]