芯片关键材料，价格暴涨

Group 1 - The price of ruthenium, a minor metal in the platinum group metals (PGM), has surged to a historical high due to supply constraints and increased demand related to artificial intelligence [1] - As of March 13, the price of ruthenium was approximately $1,750 per ounce, significantly higher than $560 per ounce a year ago, indicating a substantial increase in value [1] - The expansion of data center capacity is driving the production of hard disk drives, with ruthenium being a key material in the magnetic layer of these drives [1] Group 2 - Ruthenium is primarily produced as a byproduct of platinum group metal mining, mainly in South Africa, which faces structural supply limitations [2] - South African platinum group metal production is projected to decline by 3.8% year-on-year as of January 2025, reflecting ongoing challenges in the mining sector [2] - Limited investment in new mines over the past two decades has led to a continuous decrease in South Africa's platinum group metal output [2]