中国基础材料：2026 年的遗漏与展望-China Basic Materials_ What was missed and what to look forward to in 2026

Asia Pacific Equity Research 09 January 2026 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. China Basic Materials What was missed and what to look forward to in 2026 Our order of preference within Basic Materials for 2026 is copper/gold > aluminum > lithium ...