国金策话:怎么看待今年有色金属的行情?本轮补库行情或将持续到什么时候?

格隆汇
Oct 18, 2025

本文来自格隆汇专栏:一凌策略研究【报告导读】本文主要基于已外发报告《国金策话:互问有色金属》的核心观点,国金策略和金属团队分别从自上而下和自下而上的视角出发,对有色金属行业研究框架作出全面解读。今年以来,有色金属无疑是最火热的板块之一,按照股价涨跌幅来看,截至2025年10月14日已超70%,在所有行业当中排名第一。那么,有色金属今年以来有何核心驱动?行业视角来看,本身确实具备坚实的内在逻辑支撑,...

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