Group 1 - The recent escalation of military confrontation between Israel and Iran has severely impacted global supply chains, particularly due to the explosion at Iran's Shahid Rajaei Port, which handles 55% of the country's cargo throughput [1] - Iran holds over 85% of the world's high-grade celestite resources, supplying 70% of China's imports, while domestic mines in China have lower grades and higher extraction costs [3] - The shutdown of Shahid Rajaei Port, combined with other supply disruptions, has led to a significant reduction in global celestite supply, exacerbated by a fire at Mexico's Kandelium factory and environmental reviews in Spain [3] Group 2 - The price of strontium carbonate has surged from 8,000 yuan/ton in September 2024 to 16,000 yuan/ton by June 2025, marking a 100% increase, with expectations to exceed 30,000 yuan/ton [5] - The shortage of strontium carbonate is raising production costs for traditional magnetic materials used in electric vehicle motors and consumer electronics, while also increasing demand for alternative materials in new energy and military sectors [5] Group 3 - Xingfa Group has significant phosphate resource reserves and production capacity, with approximately 461 million tons of reserves and over 5 million tons/year capacity, representing a notable player in the resource sector [6] - Guangsheng Nonferrous Metals, as a major rare earth group, has influence in the rare earth industry and is involved in tungsten resources, controlling several tungsten mines in northern Guangdong [6] - Lanhua Ketech, located in China's largest smokeless coal production base, is a key player in coal and coal chemical production, with the largest coalfield in the Qinshui area [7] Group 4 - A leading company in the strontium carbonate industry, recognized as the "King of Barium" and "King of Strontium" in Asia, has an existing production capacity of 30,000 tons/year, holding a global market share of 15%-20% and over 30% domestic market share [8] - The company controls two major strontium mining areas, achieving 100% self-sufficiency in celestite, and has broken overseas monopolies, supplying international giants like Samsung and LG [9] - The company has seen concentrated holdings and recent price movements, indicating a potential upward trend, making it an opportune time for investment [9]