核心观点上周A股总体估值扩张，有色金属行业领涨。上周有色金属行业受稳增长工作方案催化，方案提出行业增长目标的同时，也提出要科学合理布局氧化铝、铜冶炼、碳酸锂等项目，避免重复低水平建设，强化反内卷预期。当前有色金属行业整体PB（LF）处于历史87.7%分位数，已处于较高水平。细分行业中，铜/铝/锂/黄金行业PB（LF）分别处于历史96.2%/92.0%/40.4%/83.5%分位数，锂的估值提升空间...
Source Link核心观点上周A股总体估值扩张，有色金属行业领涨。上周有色金属行业受稳增长工作方案催化，方案提出行业增长目标的同时，也提出要科学合理布局氧化铝、铜冶炼、碳酸锂等项目，避免重复低水平建设，强化反内卷预期。当前有色金属行业整体PB（LF）处于历史87.7%分位数，已处于较高水平。细分行业中，铜/铝/锂/黄金行业PB（LF）分别处于历史96.2%/92.0%/40.4%/83.5%分位数，锂的估值提升空间...
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