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分论坛:战略资产|国泰海通“远望又新峰”2026春季策略会
Group 1 - The article outlines the agenda for the Guotai Junan 2026 Spring Strategy Conference, highlighting various topics related to metals, coal, building materials, and the refining industry [1] - Key speakers include analysts from Guotai Junan Securities, focusing on strategic insights into metal as an asset class, coal export prospects from Mongolia, and the potential for a new upward cycle in the coal industry [1] - The conference also addresses the international expansion of building materials and the upgrade of industrial materials, as well as the outlook for the refining industry, which is expected to experience a resonance of "cycle + growth" [1]