Guojin Securities: Geopolitical Conflicts Reshape Asset Values - These Chinese Assets Are Becoming 'Increasingly Valuable'

Guojin Securities has released a report stating that escalating geopolitical risks in the Middle East, which are driving up global oil prices, are reshaping global asset values. Against this backdrop, China's demand for stockpiling resource commodities is rising. The report reviews multiple conflicts in 2025, arguing that within the macro-environment of frequent geopolitical risks, the recovery process of China's industrial metal demand is still ongoing. The core view of the report posits that Chinese assets are on the eve of a new upward cycle.