Group 1 - The core viewpoint of the article highlights the upcoming production of scarce metal capacity, which has seen a price increase of 164.76% since 2025, with downstream applications covering sectors such as semiconductors, industrial gas turbines, and aerospace [1] - Analysts are optimistic about the industry's upward elasticity due to the rebound in oil prices and the currently low level of capital expenditure, suggesting that high-competitiveness companies are likely to maintain their strong positions due to the long construction cycles [1]