投资要点年初至今有色金属涨幅居前,机构增配黄金、铜、铝2025 年初至2025 年5 月30 日,申万有色金属行业指数涨幅为8.11%,跑赢沪深300 指数10.52pct,在31 个申万一级行业指数中位列第3;其中,贵金属、小金属及工业金属板块涨幅居前,涨幅分别为31.43%/7.06%/7.01%。2024年板块实现归母净利润1414.6 亿元,同比增长0.01%;2025Q1 归母净利润...
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