Zhidongli's 'Breakout Upstream': When a Precision Manufacturing Leader Locks Down Strategic Metals, Whose Valuation System Should Be Used?

English summary

### Zhidongli's 'Breakout Upstream': When a Precision Manufacturing Leader Locks Down Strategic Metals, Whose Valuation System Should Be Used? Time: 2026-07-31 10:18:10 Content: In an unnoticed corner, Zhidongli is waging an upstream breakout battle for its own supply chain revolution. On July 28, the company officially signed a rare metal new materials project with Honghe Prefecture, leveraging the prefecture's world-class indium and tin resource endowments to implement a high-purity electronic-grade rare metal deep processing production line through its wholly-owned subsidiary Zhishengguang Indium. At first glance, this news looks like an ordinary local industrial investment, but peeling back the surface reveals that this cooperation is by no means simply adding a production line; it is a key move in Zhidongli's multi-year strategic layout, marking the company's formal leap from a downstream precision component manufacturer to an integrated platform of "upstream strategic resources + midstream new materials processing + downstream components and new energy manufacturing." The valuation framework for consumer electronics component companies that the market has used for years may no longer apply. ...