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CITIC Construction Investment Securities research report states that the global aerospace industry is developing rapidly, with countries accelerating the deployment of military equipment in the "chaotic era", and the commercialization of controlled nuclear fusion accelerating. The demand for "space metal" and "core metal" beryllium may experience an exponential surge in the future. Beryllium production is highly dependent on specific hydro-silicate beryllium and green beryl deposits, presenting a oligopoly monopoly dominated by companies such as Materion in the United States, highlighting the vulnerability of supply. The demand outlook is extremely broad, with significant vulnerability in supply, and combined with the strong strategic attributes of beryllium, the price center of beryllium is expected to continue to rise.
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