【国元研究】有色金属行业双周报——贵金属延续强势,稀土管制政策进一步升级

国元研究
Oct 16, 2025

文 |马捷石昆仑贵金属延续强势,稀土管制政策进一步升级——有色金属行业双周报行情回顾:近2周申万有色金属指数上涨11.89%近2周(2025.9.29-2025.10.10),有色金属行业指数上升11.89%,大幅跑赢沪深300指数,在31个申万一级行业中排名第1。从细分领域看,能源金属(12.75%)和工业金属(13.34%)大涨,贵金属(9.32%)、小金属(9.93%)、金属新材料(...

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