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American teacher takes jar of sand as symbol of shared ground in forest he helped grow in China_我的网站

一 |     　　周三算力金属概念走高，洛阳钼业涨超8%，驰宏锌锗、兴业银锡等多股跟涨。　　“算力金属”价格大涨　　消息面上，据人民网，今年以来，全球人工智能（AI）算力基础设施建设提速，带动铜、铝、锡、钽、铟、钼等有色金属需求集中释放，相关品种价格大幅上行，市场迎来了“算力金属”行情。

二 | 　　中国有色金属工业协会统计显示，今年上半年，锡、钽、铟价格分别上涨40%、158%、60%；铜、铝价格同比分别上涨31.4%、18.8%。    

    Ronald Sakolsky fills a jar with sand from the Mu Us Desert in Inner Mongolia, planning to bring it back to the US, on August 24, 2026. Photo: Lin Xiaoyi
On Monday afternoon, Ronald Sakolsky, an American teacher, set foot once again on the soil of the Mu Us Desert, in the Uxin Banner of Ordos, North China’s Inner Mongolia Autonomous Region. He first came here in 2000. Back then, the land was little more than drifting sand. Today, it is green with trees – a transformation driven by decades of local effort.
He stood within Sakolsky Forest, a woodland formally named to honor his early donation toward local ecological restoration. There, he carried out a plan he had held long before this trip: filling a jar with sand from the desert to bring home to the US.
More than two decades ago, sand was the one thing this place had in abundance. In 1999, when Sakolsky arrived in China as a participant in a bilateral teacher exchange program, he was moved by the tireless efforts of Chinese desert fighter Yin Yuzhen and her husband to curb desertification in the Mu Us Desert. He raised $5,000 – equivalent in 1999 to three years of income for Yin’s entire family – to fund their local tree-planting initiative.
The young saplings bought with that donation have since matured into more than 50,000 full-grown trees, transforming the once desolate, sandy wasteland into a thriving green landscape.
When Sakolsky met Yin at the airport on Sunday, 26 years after his first visit to Inner Mongolia, he joked that he could not take a tree from the Mu Us Desert, but he could slip some sand into his shoes and carry a piece of the land back with him. Now, he had found exactly the sand he wanted – not just any sand, but from a place where persistence had turned desert into life, and where his own name had become part of that story.
“Promise is a promise,” he said. “Ms. Yin made a promise, and she fulfilled it.”
For Sakolsky, the sand is not just dirt. It is a metaphor, a bridge, a shared ground. He plans to tell his grandchildren what it means. “It’s not just a piece of sand in the jar,” he said. “It’s a jar of love.”
He used the jar of sand to symbolize that America and China share a relationship rooted in the same soil. He shook the jar, holding its two ends as if they were the two countries, and said that it shows we’re all on the same planet.
There is an old American joke, he noted, that if you dig a hole deep enough, you will eventually reach China. “We’re all on the same planet,” he said.
Earlier that day, while visiting Yin’s home, he spoke about the need for Americans and Chinese to see each other as family. “All Americans should understand that Chinese people and Americans can be family,” he said. “We can transcend differences if we focus on our common ground. We all love our countries, and we all value loyalty and respect – these are the shared virtues we hold dear.”
As for the sand he collected, Sakolsky said he would treat it as a treasure, alongside all his other precious keepsakes from China. He expects to display it in his living room – a daily reminder of the forest that carries his name and the people who made it grow.
。　　业内将“算力金属”划分为两大类别：一类是支撑AI算力基础设施的核心大宗金属铜、铝，二者作为数据中心供电、散热的基础材料，构筑起算力网络的主干；另一类是钼、锡、铟、锗、镓等小金属，这类金属广泛应用于先进封装、光通信、存储芯片环节，是算力产业链不可或缺的“工业维生素”。　　“本轮上涨，是供给刚性约束与新兴产业需求扩张共同作用的结果。

三 | ”中国有色金属工业协会副秘书长兼重金属部（矿产资源办公室）主任段绍甫分析，在需求端，AI服务器、高速光模块、先进封装等环节，对“算力金属”形成了不可替代的实物消耗。　　东方财富Choice数据显示，自今年8月1日以来，杠杆资金抢筹了一批小金属概念股，其中多只算力金属概念股融资净买额靠前。　　具体来看，云南锗业排名第一，融资净买额超16亿元；中钨高新排名第二，融资净买额超9亿元。　　中国稀土、厦门钨业、东方钽业、翔鹭钨业、金钼股份、盛和资源、北方稀土、章源钨业等个股融资净买额在6.5亿元至7000万元之间不等。　　机构大盘点各类算力金属　　东吴证券表示，全球AI资本开支正进入非线性加速阶段，从单一芯片范畴逐步覆盖服务器整机、高速网络元器件、数据中心供电基建、高热密度冷却设施等细分领域，形成全链条、多品类的全方位硬件投资格局，为上游基础原料带来需求红利。　　天风证券8月14日研报表示，当前全球AI 产业正从模型训练向规模化推理部署跨越，算力基础设施的硬件形态与材料需求随之发生变化。我们认为，这一趋势将对部分金属需求结构进行重构。　　锡：算力互连耗锡量跃升，供给扰动助推锡价上行　　锡是电子工业的“万能胶水”——锡基焊料导电性好、熔点低、焊接稳定性强，可以用于电子元器件与印制电路板（PCB）间机械连接与电气互连。当前锡焊料需求增量主要来自AI 服务器与高速光模块两大领域。全球锡储量高度集中且主产国供应扰动频发，2026 年上半年LME 锡期货价最大涨幅约40%。

四 | 　　钨：六氟化钨成先进互连关键材料，原料出口收紧加剧短缺预期　　六氟化钨是半导体制造CVD（化学气相沉积）工艺的核心前驱气体，逻辑芯片领域的CPU、GPU 以及存储芯片领域的3D NAND 闪存、HBM（高带宽存储）均依赖该工艺环节。AI 算力驱动下，先进制程互连瓶颈与存储芯片堆叠升级共同推高六氟化钨单耗，全球需求20-25 年内接近翻倍。中国对日钨原料出口收紧，导致日本两家主要厂商约2200 吨六氟化钨年产能面临停产风险，约占全球总产能25%。　　钽：AI 服务器电容用量需求扩张，非洲供给风险推涨钽价　　AI 服务器拉动聚合物钽电容需求增长，其高容值及储能、去耦能力适配芯片负载快速变化， 据Market Reports World 数据， 全球钽电容市场预计2026—2035 年复合增长5.9%。

五 | 同时非洲供给中枢扰动加剧，钽矿价格大幅上行。　　铟：光模块升级拉动磷化铟需求，出口管制叠加刚性供给推涨铟价　　磷化铟（InP）电子迁移率可达硅的10 倍以上，已成为AI 数据中心高速光模块的核心衬底材料，是铟需求增量的主要驱动力。光模块速率升级与部署总量扩张共同驱动磷化铟需求增长。铟供给刚性约束叠加中国出口管制，铟价自2026 年年初起步入上行通道。　　钼：存储技术升级驱动材料切换，以钼代钨打开增量空间　　钼在半导体存储领域的应用边界拓展，3D NAND 技术迭代驱动材料升级。

六 | 随着堆叠层数增加，传统钨在字线细化后电阻上升影响信号传输，且制程中需额外铺设阻挡辅助层，逐层叠加占用空间制约集成密度；而钼在同等微缩尺寸下电阻更低，且无需阻挡层可直接填充，有利于提升存储密度。　　锗：数据中心光纤需求快速增长，中国主导供给强化战略价值　　在光纤需求呈快速扩张的背景下，作为光棒制造不可或缺的掺杂材料，锗的需求或将迎来结构性增长。

七 | 中国凭借资源储量与产业链优势主导全球锗供给。　　镓：AI 射频与功率器件拉动氮化镓放量，中国原生镓产量占全球99%　　镓以砷化镓和氮化镓形式主导半导体应用，支撑集成电路与光电器件在国防、通信、高性能计算等领域的关键用途。全球镓供给呈现典型伴生资源属性与高度集中格局，整体供给刚性较强。

八 | 　　国联民生证券表示，AI 算力升级带动整体产业链迎来材料革命，AI 金属材料板块深度受益。我们推荐博迁新材、东方钽业、有研粉材、铂科新材，建议关注海星股份、悦安新材、江南新材、稀美资源。（文章来源：东方财富研究中心）。

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Published on:07:03:09