When it comes to the construction of power grids, copper and aluminum are the real protagonists. High-voltage transmission relies on aluminum wires, while copper wires are used for distribution in factories—this trap combination supports the framework of the global power system.

Countries are currently upgrading their power grids. The integration of new energy and the transformation of smart grids both rely heavily on these two metals. With such strong demand, it's only a matter of time before supply can't keep up.

What is the volume of aluminum? The global annual consumption scale is 300 billion USD, ranking second among metals, second only to steel. Citibank has calculated that by 2027, the supply gap for aluminum could reach 1.5 million tons. By then, it would not be a dream for international aluminum prices to exceed 4,000 USD and domestic prices to soar to 25,000.

Some may think that gold and silver are more stable. But to be honest, this round of bull market for copper and aluminum may be even more intense—after all, the production of precious metals is too limited, and their volume is set. Industrial metals are different; the demand is a real necessity and is growing rapidly.

This opportunity is worth paying more attention to.