Public funds rekindle their "old love" as minor metals gain bullish momentum

K-LinePoet · 2026-03-02T02:20:33+00:00

The valuation and pricing of minor metals are ushering in new opportunities, with the A-share minor metals sector surging 7.41% against the market trend. Public funds are re-entering this track, mainly driven by AI computing power demand, competition for key minerals, and supply-demand mismatches, which will help reshape the value of minor metals.

K-LinePoet

2026-03-02 02:20:33

Abstract generation in progress

After nearly twenty years, fund managers are confidently revisiting the “old love”—small metals—based on new valuation and pricing frameworks. On February 27th, the structural divergence in the A-share market was vividly demonstrated, with the small metals sector surging against the trend, closing up 7.41%. A group of “veteran stocks” that were heavily held by public funds from 2005 to 2010 have regained attention and rapid accumulation after years of silence. The core logic for public funds returning to this sector is no longer driven by traditional demand from railways, automobiles, real estate, and home appliances, but by a triple resonance: the explosive demand for AI computing power, intensified global competition over key minerals, and long-term supply-demand mismatches. Under this strategic reassessment, small metals are set to undergo a value reshaping with the support of funds. (People’s Financial News)

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