智通财经APP获悉，有色金属股集体走高，截至发稿，洛阳钼业(03993)涨4.67%，报8.51港元；中国铝业(02600)涨4.04%，报5.92港元；江西铜业股份(00358)涨3.52%，报15.86港元；五矿资源(01208)涨2.94%，报3.85港元。
消息面上，西藏雅鲁藏布江下游水电项目于7月19日正式动工，总投资达1.2万亿元人民币。摩根士丹利发表研究报告称，预期在建设阶段，水泥和钢铁行业将直接受益；后期水电站设备及输电电缆将带动铜及铝材需求，项目投产后年发电量超过3,000亿度，除优先外送电力外，充裕的电力供应或将刺激当地数据中心等用电密集型项目投资，进一步利好铜及铝的需求。
此外，工信部表示有色金属等重点行业稳增长，淘汰落后产能方案即将出台，市场对行业反内卷和供给侧改革预期再度点燃。华创证券指出，受益于未来稳增长方案的出台，宏观改善的情绪或更为明显，同时会议提出的调结构、优供给、淘汰落后产能或为前期反内卷的延续，关注宏观预期改善对有色金属行业行情的带动。
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