In recent years, what we feel most deeply is the key raw material in the upstream of the new energy industry — — Cobalt, lithium, nickel and other energy metals, especially lithium, are inserted into the wings of new energy, and the price of lithium has also risen to the sky.
Can ChatGPT, which is now exploding, drive the key metal raw materials in the upstream to usher in a wave of price increases? We know that ChatGPT wants to truly apply and empower all walks of life, and the most critical thing is the construction of the underlying computing infrastructure.
After a period of careful study, we found that there is really a kind of "rare metal" closely related to ChatGPT, and it will become a computing metal comparable to the "lithium king" in the future, which is — — Tin metal.
The logic of "tin metal" being optimistic mainly includes the following points:
(1) calculate the chip welding tape and open the demand space.
Tin metal is non-toxic and has low melting point, so it is widely used in solder, chemical industry, tinplate and other fields, especially the demand for electronic products accounts for more than 80% of the demand for solder.
The advent of ChatGPT makes artificial intelligence shine into reality. With the rapid iteration of GPT architecture and the empowerment of all walks of life by artificial intelligence, it brings the rapid consumption of computing power resources. The hardware infrastructure is the cornerstone of the development of artificial intelligence, and the core of computing power chips benefits.
As a key metal raw material for computing chips, tin metal is not what it used to be, or it will become a hot "computing metal".
In addition, Sikkim in photovoltaic field is also a key raw material in pv ribbon, and the rapid development of new energy will also make Sikkim a new demand point.
② Extremely scarce, and the future is even scarcer than "rare earth"
In our life, tin metal does not seem to be scarce and can be seen everywhere. For example, tin foil will be used for eating vermicelli and barbecue, and tin foil will also be used for perm.
But in fact, tin metal is extremely scarce. At present, the global tin metal reserves are only 4.6 million tons, which is less than half of that of 20 years ago. In particular, tin metal is irreplaceable and indispensable in the fields of electronics, intelligent equipment, 5G communication and new energy, which makes the gap of tin metal huge.
With the rapid development of new energy vehicles, photovoltaics, semiconductors and other industries, the demand for tin metal will continue to rise, and the demand gap will further widen, and it will be more scarce than "rare earth" in the future.
With the strong development of new energy vehicles, photovoltaics, semiconductors and other emerging consumer sectors, the traditional sectors will grow steadily, or the center of gravity of tin prices will rise.
At present, there are two listed companies related to tin metal in China:
The first company: Tin Industry Shares
Tin Industry Co., Ltd. is the largest tin production enterprise in the world. The company’s layout of tin and gold belongs to the whole industrial chain, and it has the largest tin production and processing base and indium production base in China. It is a double leader in the domestic tin and indium industry, and its tin production and sales volume ranks first in the world for 16 consecutive years. In the past five trading days, the net inflow of main funds was 258 million.
The second company: Nanhua shares
The largest comprehensive chemical enterprise in Guangxi, the company acquired Huaxi Mining, becoming the second largest tin-gold company and the main antimony-indium listed company in China, and the only state-owned non-ferrous metal listed company in Guangxi. In the future, we will actively integrate superior colored resources and build a leading enterprise in regional colored resources development.