【风口研报】这个“能源金属”仍处近五年周期底部，2026年供给端或迎明显收缩，公司已实现资源全链条布局

Group 1 - The core viewpoint of the article highlights that the "energy metals" sector is currently at a near five-year cycle bottom, with a significant supply contraction expected by 2026. The company has established a comprehensive resource layout and created substantial barriers in project investment scale [1] - The company has signed a major contract worth 800 million yuan for green methanol, validating its capabilities in various green hydrogen and methanol production equipment, and demonstrating a full-chain supply capacity. This positions the company to benefit from an annual market space of 10 billion yuan in green methanol equipment [1]