华西最强声 0723 | 反内卷:行业差异与资产影响;产业园REITs领涨,张江集团拟再增持

华西研究
Jul 23, 2025

“华西研究”小程序全面升级!专业研值,一镜到底!今日重点推荐【宏观 - 田乐蒙】从零开始学转债【固收 - 姜丹】产业园REITs领涨,张江集团拟再增持【大类资产 - 孙付】反内卷:行业差异与资产影响【电新 - 杨睿】英国放宽AR7海上风电准入门槛,关注光储边际变化【有色金属 - 晏溶】South32 2025Q2氧化铝产量同比增加0.4%至127.0万吨,电解铝产量同比增长3.7%至30.9万吨【...

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