Core Viewpoint - The report from CITIC Securities indicates that the recent strengthening of export controls on strategic metals may lead to a revaluation of these assets due to their significant strategic importance in the current international political context [1] Group 1: Export Control Measures - On May 9, a meeting was held by the National Export Control Work Coordination Mechanism Office, involving the Ministry of Commerce and other departments, to discuss the crackdown on the smuggling and export of strategic minerals [1] - The meeting emphasized that strengthening export controls on strategic mineral resources is crucial for national security and development interests [1] Group 2: Market Implications - The crackdown on smuggling exports is seen as an urgent and important task, which is expected to enhance supply rigidity in the market [1] - Prices for strategic metals such as rare earths, tungsten, and antimony are anticipated to continue rising, suggesting a potential revaluation of the strategic metals sector [1] - The report continues to recommend investment in the strategic metals industry chain due to its perceived value [1]