《大行》花旗:中国巨型水电项目提振宏观乐观情绪 短期金属需求增长仍有限

AASTOCKS
23 Jul

花旗表示,中国在西藏投资1.2万亿元人民币的雅鲁藏布江水电项目标志着一项具有宏观影响的重大基础设施建设,并提振宏观乐观情绪。尽管该项目预计将强化长距离输电基础设施(特别是特高压线路)的需求,但由于建设周期较长,短期金属需求增长仍有限。即便如此,该行的基准情景预测,若经济增长动能减弱,可能会宣布更多“两个重大项目”,且项目可能倾向于能源转型或新生产力领域,这些领域在结构上比钢铁密集型的传统刺激措施更依赖铜和铝。(ad/da)

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