CICC Report: Global Supply-Demand Dynamics and Low Inventory to Boost Minor Metal Prices

Published: Jan 6, 2025 10:51

Save

[China International Capital Corporation: Global Supply and Demand Improvement and Low Inventory Levels Are Expected to Further Boost Minor Metal Prices] A research report by China International Capital Corporation (CICC) pointed out that since 2020, the prices of minor metals such as antimony, tungsten, germanium, and rare earths have systematically risen, leading to overall improvement in corporate profitability and continuous valuation compression. Looking ahead, although geopolitical conflicts are increasing, global supply and demand improvement and low inventory levels are expected to further boost minor metal prices. Corporate profitability and growth potential are expected to further improve, valuation attractiveness will become more prominent, and the allocation value of industry leaders will be significant.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or to learn more information, please contact: lemonzhao@smm.cn

For more information on how to access our research reports, please contact:service.en@smm.cn

Related News

6 hours ago

A Massive Drop of 57.59%! Tungsten Prices Halved from Highs as Weak Downstream Demand Erased Wolframite Concentrates' Year-to-Date Gains [SMM Commentary]

6 hours ago

9 hours ago

Positive news emerges, low-cost inventory cleared, tantalum prices rebound upward [SMM Analysis]

Recently, the tantalum market reached an inflection point, with prices successfully hitting bottom and stabilizing before embarking on a rebound, and the industry's upward trend gradually becoming clear.

9 hours ago

11 hours ago

【SMM Analysis】Chrome Ore Imports Dip Slightly in April; Sluggish Demand Drags Market Down

According to China Customs data, China’s total chromite ore imports stood at 2.3278 million tons in April 2026, down 4.6% month-on-month while rising 53.65% year-on-year.

11 hours ago