新能源+军工抢疯了,从黄金到锑,战略金属产业链核心公司梳理

时来才来
Oct 22

一、背景:战略金属为啥突然成“香饽饽”?战略金属(黄金、白银、铜、铝、钨、锑等)不是普通金属,而是新能源(电动车、光伏)、军工(导弹、战机)、高端制造(芯片、半导体)的“产业血液”——电动车电池离不开铜、镍,战机蒙皮依赖铝,芯片制造要靠钨…每一个高端产业都得“啃”战略金属。当下全球陷入“资源争夺战”:一方面,新能源、军工产业爆发式增长,对战略金属需求呈“指数级飙升”;另一方面,优质矿山越来越少,...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10