瑞银解析中国周期行业动态:铁矿、煤炭、锂板块迎来关键变量

智通财经
24 Jul

近期,瑞银发布系列研究报告,聚焦中国铁矿石、煤炭、锂三大周期行业,剖析价格驱动逻辑与投资机会。从铁矿石因重大基建利好上涨,到煤炭行业迎来产能核查,再到锂矿权整治引发供应担忧,三大板块均呈现鲜明的基本面变化。铁矿石:水电站建设成催化剂,价格逆势走强7 月22日数据显示,62%品位铁矿石青岛到岸价(CFR)报103美元/干吨,较前一日上涨2.7%。这一涨势主要受两大因素驱动:一是中国宣布启动全球最大...

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