2026-01-07 13:23:08

Currently, when considering long-term investment opportunities, it’s worth starting with several core sectors.

In the non-ferrous metals sector, gold and precious metals companies like Zijin Mining, Shandong Gold, and China Gold Mining continue to attract attention; in industrial metals, leading companies such as Luoyang Molybdenum, Jiangxi Copper, and Western Mining have solid fundamentals; and in the energy metals sector—Huayou Cobalt, Ganfeng Lithium, Tianqi Lithium, and Salt Lake shares—these are key. Why? Because critical mineral resources like lithium and cobalt are directly related to the development potential of the energy storage industry, and the connection between energy storage and new energy is becoming increasingly close.

The power sector should not be overlooked either. From the generation side, leading companies like Huaneng Power International, China Yangtze Power, China Nuclear Power, and Longi Green Energy have significant growth potential; on the transmission side, smart grid concept stocks such as State Grid South China and TBEA are also benefiting from industry upgrades.

The energy storage sector acts as a connecting point. Companies like EVE Energy, CATL, BYD, and Guoxuan High-tech are on the verge of demand explosion, with the industry chain forming a complete ecosystem from upstream materials to downstream applications.

Finally, don’t forget the computing power sector. Companies like iFlytek, Sugon, and Inspur are making strategic moves in artificial intelligence and computing infrastructure, which are long-term hotspots worth tracking. These sectors are interconnected and mutually reinforcing, forming a relatively complete industrial ecosystem.

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LiquiditySurfer

· 01-09 05:00

Lithium batteries are indeed the main focus, but with CATL already at this price, do you still dare to chase? I'm still waiting for a more suitable entry point.

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GasFeeNightmare

· 01-07 18:21

Lithium batteries are indeed attractive, but be careful of catching the falling knife at high levels. CATL is hyping it up every day, but I'm afraid there might be another crash. Energy metals are promising in the long term, but there are still risks in the short term. Energy storage is taking off, but what about chips? Where's the logical gap? Clean energy is the main trend, but it all depends on who can survive until the end.

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CexIsBad

· 01-07 13:52

Lithium and cobalt indeed have potential, but CATL's stock has also surged ridiculously over the past two years... The logic sounds good, but when it comes to actual buying, valuation still matters. I've never been very optimistic about the computing power sector, feeling that there's too much speculation involved. Energy storage explosion? Wait, wasn't that discussed last year? In the long term, non-ferrous metals are indeed stable, but I'm just worried about too high a concentration.

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APY_Chaser

· 01-07 13:51

Long-term cycle? Bro, I've heard this logic a hundred times already, it's just to get people to take the bait. CATL and BYD still have some potential, but it feels a bit late to enter now. I've already jumped out of Ganfeng Lithium's trap a long time ago, stop messing around.

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PaperHandsCriminal

· 01-07 13:50

Alright, alright, here we go again with the "complete ecosystem" talk. The last time I heard this, it was the starting point of being fully invested in lithium batteries and getting trapped. I almost consider CATL an antique now, and you're still talking about the "eve of demand explosion." Man, this night is way too long.

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orphaned_block

· 01-07 13:46

The competition in the lithium battery sector has really reached the sky. CATL, Tianqi, Ganfeng—everyone wants a piece of the pie. Honestly, it's still a gamble on how long the energy storage trend will last. The computing power sector is the most surreal—has anyone really made money? Long-term cycle? Man, I just want to short-term bottom fish. After all this logic, it still feels like the old tune of energy transition. Is there still a chance for precious metals? I think gold has already been overhyped.

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