Core Viewpoint - The report from CITIC Securities highlights the rapid increase in global military spending driven by geopolitical tensions, suggesting that the demand for military-related materials is expected to remain strong [1] Group 1: Military Spending Trends - Global military expenditure is experiencing significant growth due to escalating geopolitical tensions [1] - The European Union announced the "Rearmament of Europe Plan," which aims to mobilize approximately €800 billion from 2025 to 2030, focusing on missile defense, drones, and cybersecurity [1] Group 2: Implications for Military Materials - The demand for military metals such as titanium alloys, high-temperature alloys, tungsten, molybdenum, and germanium is anticipated to grow rapidly due to increased military trade, particularly in the context of rising conflicts in regions like India-Pakistan and Israel-Palestine [1] - Upstream companies in the military materials sector are expected to experience both performance and valuation recovery [1] Group 3: Investment Recommendations - The current market conditions suggest that investors should pay attention to opportunities in the military metals sector [1]