Still Not Enough to Sell in 2027! Giants Outside China Resume Production One After Another! How High Can Lithium Ore Rally This Time?

Tungsten Spot Weak in Off-Season, Policy Expectations in China and Overseas Drive Sentiment Warming

PV Module Scheduled Production Slightly Up MoM Underpins Frame Production Starts; Aluminum Prices Expected to Consolidate on a Strong Note in Short Term Amid Macro Fundamental Tug-of-War Between Longs and Shorts [SMM Analysis]

[Solar: US to impose Section 232 minimum import prices and 15% tariffs on polysilicon derivatives]

[SMM Computing Power Daily] H200 price rises again to 140,000, South China RTX 5090 rental 11,500, Zhejiang