Recently, the prices of metals such as gold, copper, tin, antimony, and cobalt have continued to soar, driving up the stock prices of related resource companies. Gu Fengda, the chief Analyst at Guosen Futures, stated that this round of Nonferrous Metals market is essentially the result of the explicit risks in the Global supply chain and a reevaluation of strategic resource values. Against the backdrop of rigid supply contraction and structural demand expansion, the "Periodic Table Market" is expected to reappear this spring. Gu Fengda believes that on the supply and demand side for metals, supply vulnerability has become prominent, and the Global key metal supply chain is currently experiencing a “broken chain” crisis. The expected global supply-demand gap for tin and antimony in 2025 is 0.014 million tons and 0.028 million tons, respectively, with rigid supply contraction being the core driving force for price increases. On the demand side, there is a driving force driven by rigid demand, with explosive growth in green industries such as Photovoltaic Glass and Electric Vehicles significantly increasing demand. In terms of antimony, the demand for Photovoltaic Glass clarifiers accounts for 27%. Tin benefits from the growth in demand for electronic solder and PV Ribbon.
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国信期货顾冯达:2025年春季“元素周期表行情”有望重现
Gu Fengda from Guosen Futures: The "Periodic Table Market" is expected to reappear in spring 2025.
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