云南锗业具有资源、产业链、规模三大优势。公司是目前国内锗金属保有储量最大、产业链最为完整、产销量最大的生产企业,公司颇具下游技术竞争优势。随着供需改善和政策支持,锗价有望继续反弹,未来有望复制稀土强势走势。 Yunnan Ge industry has resources, industrial chain, the scale of the three major advantages. The company is currently holding the largest reserves of germanium metal, the most complete industrial chain, production and sales volume of the largest manufacturing enterprises, the company quite downstream technology competitive advantage. With the improvement of supply and demand and policy support, germanium prices are expected to continue to rebound, the future is expected to copy the strong trend of rare earths.