CITIC Securities: Price increase varieties with supply and demand catalytic logic are expected to become the main investment theme for energy and material industry commodities in the second half of the year.
A recent report from CITIC Securities suggests that commodities in the energy and materials sectors, particularly those with supply-demand catalysts for price increases, will be the primary investment focus in the latter half of the year. Geopolitical factors are expected to benefit oil, coal, and battery metals, while central bank gold purchases could drive up gold prices. Industrial and strategic metals are also predicted to remain high due to supply constraints and demand. AI