【国元研究】有色金属行业双周报——钴价持续大涨,铜矿停产影响全球供应格局

国元研究
Oct 01, 2025

文 |马捷石昆仑钴价持续大涨,铜矿停产影响全球供应格局——有色金属行业双周报行情回顾:近2周申万有色金属指数下降0.63%近2周(2025.9.15-2025.9.26),有色金属行业指数下降0.63%,跑输沪深300指数,在31个申万一级行业中排名第12。从细分领域看,能源金属(4.49%)和工业金属(1.05%)上涨,金属新材料(-4.08%)、贵金属(-0.95%)、小金属(-8.51%)、...

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