From the revaluation of 'hard assets' to the revaluation of circular metal values: How YDDL understands the new changes in the current market

Recently, Morgan Stanley noted in a weekly U.S. equity strategy report that despite growing market concerns over the structural impacts brought by artificial intelligence, the pace of capital expenditure, and labor substitution, its forecast for an 'early-cycle, rotational recovery' by 2026 remains unchanged. At the same time, market attention on 'heavy asset/hard asset' sectors continues to rise, particularly in integrated industrials, materials, and metals, which have outperformed relative to other sectors for several consecutive months. The report also mentioned that since the middle of last year, companies with higher capital expenditures as a percentage of revenue have been favored by the market overall. The report attributes this trend to several driving factors: the start of a new business and earnings cycle, AI-related data center construction, and policy support for investment expansion.

Correct $One and one Green Technologies (YDDL.US)$ Such market observations are of considerable reference value. Over the past period, the market largely viewed artificial intelligence as an opportunity within software, computing power, and application layers; however, as the importance of infrastructure, energy, power grids, materials, and supply chain resilience has continued to grow, resource-based and heavy asset sectors are once again coming into investors' view. For the circular metal industry, this means the market is beginning to place greater emphasis on companies that can provide stable raw material organization, compliant processing capabilities, and scaled production capacity, rather than solely focusing on short-term commodity price fluctuations.

$One and one Green Technologies (YDDL.US)$ has long specialized in the recycling and treatment of electronic waste and the production of recycled metals. Its core businesses include copper alloy ingots, aluminum products, and other recyclable materials. The company understands that the focus of future resource competition will not only be about 'having mines,' but also about 'whether efficient recycling is possible,' 'whether raw materials can be organized across borders in compliance,' and 'whether complex electronic waste can be transformed into sustainably supplied recycled materials.' From this perspective, recycled copper and circular metals are no longer seen as marginal supplements in the traditional sense but are gradually being recognized as crucial components within the framework of global resource security, supply chain resilience, and the circular economy.

This is why, $One and one Green Technologies (YDDL.US)$ the company has recently been advancing its strategic layout around several key directions: first, expanding international raw material channels and enhancing cross-regional raw material organization capabilities; second, optimizing processing technologies and equipment to improve the efficiency of handling complex electronic waste; third, continuously strengthening its compliance operations system to lay a more solid foundation for long-term development. The company believes that in a market increasingly focused on 'heavy assets' and real supply capabilities, compliance, raw materials, and processing capabilities will become even more critical long-term competitive factors for recycled metal enterprises.

Of course, in the short term, copper prices and related resource prices will continue to be influenced by multiple factors such as inventory levels, demand dynamics, macro liquidity, and market sentiment, meaning volatility may still occur. However, over a longer time horizon, the steady demand for copper and other key metals is expected to remain significant amid the ongoing advancements in artificial intelligence infrastructure, power grid upgrades, electric vehicles, and localized supply chains. Morgan Stanley also noted in its report that the relative strength of capital-intensive sectors is not a short-term phenomenon but rather tied to expanding capital expenditures, AI infrastructure development, and policy-driven initiatives, all of which are likely to persist through 2026.

$One and one Green Technologies (YDDL.US)$ We will continue to focus on our core business, steadily advancing the construction of raw material sourcing channels, upgrading processing capabilities, and ensuring compliance in operations to enhance our long-term operational capacity within the recycled metals industry chain. We believe that, against the backdrop of growing global emphasis on investment, supply security, and resource resilience, the long-term value of the recycled metals sector is poised to gain more attention.

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