近期，中信建投证券发布研报指出，战略金属作为支撑高端制造、新能源、国防科技等关键产业的重要原材料，其长期投资价值日益凸显。在全球绿色转型与供应链安全双重驱动下，包括稀土、锂、钴、镍、钨、钼等在内的战略金属需求持续增长，而供给端受资源分布集中、开采周期长及环保政策趋严等因素制约，呈现刚性特征。中信建投认为，当前全球地缘政治不确定性加剧，各国纷纷加强关键矿产资源储备与本土化布局，进一步推升战略金属的战略地位。同时，中国作为全球最大的战略金属生产国和加工国，在产业链完整度和技术积累方面具备显著优势。因此，中信建投持续看好相关板块的投资机遇，建议关注具备资源保障能力、技术壁垒高、下游应用场景广阔的龙头企业，把握新一轮资源周期中的结构性机会。
Recently, China Securities Co., Ltd. (CSC) released a research report highlighting that strategic metals—critical raw materials underpinning advanced manufacturing, new energy, and national defense technologies—are gaining increasing long-term investment value. Driven by global green energy transitions and supply chain security concerns, demand for strategic metals such as rare earths, lithium, cobalt, nickel, tungsten, and molybdenum continues to rise. Meanwhile, supply remains constrained due to concentrated global resource distribution, long lead times for mining projects, and tightening environmental regulations. CSC notes that escalating geopolitical uncertainties have prompted countries worldwide to bolster stockpiles and localize critical mineral supply chains, further elevating the strategic importance of these metals. As the world’s largest producer and processor of strategic metals, China holds a significant edge in terms of comprehensive industrial chains and technological expertise. Consequently, CSC maintains a bullish outlook on investment opportunities in this sector and recommends focusing on leading companies with secure resource access, high technological barriers, and broad downstream applications to capture structural opportunities in the emerging resource cycle.
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