Global Materials Top Stock Picks from Analysts

Shandong Hongqiao Aluminum Industry Holding

Market Cap: CN¥229.3b

Engages in the research, development, production, and sale of aluminum products in China and internationally.

China Hongqiao Group

Market Cap: HK$220.0b

An investment holding company, manufactures and sells aluminum products in the People's Republic of China, India, Europe, Malaysia, North America, the rest of Southeast Asia, and internationally.

Aluminum Corporation of China

Market Cap: HK$173.1b

Primarily engages in the exploration and mining of bauxite, coal, and other resources in the People's Republic of China and internationally.

Qinghai Salt Lake IndustryLtd

Market Cap: CN¥147.8b

Manufactures and sells potash fertilizers in China and internationally.

China Northern Rare Earth (Group) High-TechLtd

Market Cap: CN¥143.8b

Produces and sells rare earth metals in China and internationally.

Amman Mineral Internasional

Market Cap: Rp323.7t

Operates as a copper and gold producer in Indonesia.

Ganfeng Lithium Group

Market Cap: CN¥97.6b

Manufactures and sells lithium products in China.

LG Chem

Market Cap: ₩19.6t

Operates as a chemical company in Korea, China, Asia/Oceania, the United States, Europe, and internationally.

Anhui Tongguan Copper Foil Group

Market Cap: CN¥93.5b

Engages in the research, development, manufacture, and sales of various electronic copper foils in China and internationally.

Guangzhou Tinci Materials Technology

Market Cap: CN¥75.2b

Engages in the research, development, production, and sale of fine chemical materials in China and internationally.

Tianqi Lithium

Market Cap: CN¥74.7b

A new energy materials company, engages in the production, processing, and sales of lithium chemical products in Australia, Chile, and China.

Citic Pacific Special Steel Group

Market Cap: CN¥70.9b

CITIC Pacific Special Steel Group Co., Ltd engages in the manufacture and sale of steel materials in China.

Mitsui Kinzoku Company

Market Cap: JP¥1.6t

Manufactures and sells functional engineered and electronic materials in Japan, China, India, Asia, North America, and internationally.

Shandong Hualu-Hengsheng Chemical

Market Cap: CN¥57.4b

Shandong Hualu-Hengsheng Chemical Co., Ltd.

Tianshan Aluminum GroupLtd

Market Cap: CN¥56.9b

Produces and sells primary aluminum, prebaked anodes, high-purity aluminum, alumina, and aluminum foil products in China and internationally.

Shandong Nanshan AluminiumLtd

Market Cap: CN¥53.2b

Engages in the aluminum processing business worldwide.

Shanghai Putailai New Energy Technology GroupLtd

Market Cap: CN¥50.1b

Engages in the development and sale of materials of lithium-ion batteries and automation equipment in China and internationally.

Shenzhen Capchem Technology

Market Cap: CN¥49.1b

Engages in the research, development, production, sale, and service of new electronic chemicals and functional materials in China and internationally.

Hoa Phat Group

Market Cap: ₫178.6t

Produces and sells steel products in Vietnam.

Shenghe Resources Holding

Market Cap: CN¥39.1b

Engages in the research and development, production, and application of rare earth and related products in China and internationally.

Sinomine Resource Group

Market Cap: CN¥37.3b

Engages in the development and utilization of lithium-ion battery raw materials in China and internationally.

Kingfa Sci. & Tech

Market Cap: CN¥36.9b

Engages in the research, development, production, and sale of new chemical materials worldwide.

ShenZhen YUTO Packaging Technology

Market Cap: CN¥32.9b

Provides packaging solutions in China and internationally.

USA Rare Earth

Market Cap: US$4.4b

Engages in mining, processing, and supplying rare earths and other critical minerals in the United States, Europe, and Asia.

Nanjing Iron & Steel

Market Cap: CN¥29.4b

Produces and sells steel and related products in China and internationally.

Zhuzhou Smelter GroupLtd

Market Cap: CN¥29.1b

Produces and sells zinc and its alloy products under the Torch brand in China.

Century Aluminum

Market Cap: US$4.3b

Produces primary aluminum and alumina in the United States and Iceland.

Zhejiang Jiemei Electronic And Technology

Market Cap: CN¥28.7b

Engages in the research, development, production, and sales of electronic packaging materials and electronic-grade thin film materials in China and internationally.

Antam (Persero)

Market Cap: Rp75.5t

Operates as a diversified metals and mining company in Indonesia.

Chuangxin Industries Holdings

Market Cap: HK$32.7b

Produces and sells electrolytic aluminum and alumina in the People's Republic of China.

Bluestar Adisseo

Market Cap: CN¥26.5b

Engages in the research, development, production, and sale of poultry, ruminant, swine, and aquaculture nutrition additives.

China National Building Material

Market Cap: HK$29.6b

An investment holding company, engages in building material, new materials, and engineering technical services businesses.

NovaGold Resources

Market Cap: CA$5.1b

Operates in the gold mining industry, focusing on the exploration and development of gold mineral properties in the United States.

Hunan Valin Steel

Market Cap: CN¥24.6b

Produces and sells steel products in China.

Luxi Chemical Group

Market Cap: CN¥22.6b

Manufactures and sells chemical and fertilizer products in China and internationally.

Trimegah Bangun Persada

Market Cap: Rp59.8t

PT Trimegah Bangun Persada TBK engages in the nickel ore mining and processing in Indonesia and distributes the products to China, Switzerland, Hong Kong, Sweden, and Singapore.