Galaxy Securities: with the opening of the double carbon cycle, the transformation of the non-ferrous metal industry ushered in a new opportunity for green development
Galaxy Securities research report pointed out that carbon neutralization has become a major national strategy. Policy guidance will accelerate the transformation and upgrading of domestic economic and industrial structure, which will comprehensively affect the development of non-ferrous metal industry, subtract from supply and add to demand, change the supply-demand curve, and create new structural growth opportunities for non-ferrous metal industry. Under the transformation and upgrading of high-end manufacturing industrial structure and energy structure, the development of new energy and new materials will drive the demand increment of emerging metals such as lithium, cobalt, nickel and rare earth at the upstream resource end of the industrial chain and open up growth space.
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