麦格理证券研究最新发布对中国基本金属的看法:尽管短期承压,但长期向好。关键点长期来看,我们对铜和铝均持乐观态度,原因如下:(1)供应面临挑战;(2)能源转型相关需求。近期,我们注意到新能源行业增长放缓带来的不利因素。尽管如此,我们认为回调将提供良好的入场机会。我们对所覆盖公司的盈利和目标价进行了微调。紫金矿业(跑赢大盘)仍是我们在中国基本金属领域的首选。我们更新了中国金属公司的盈利预测。低库存和高...
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