矿业ETF下跌3.28% 机构指出有色金属进入供需紧平衡驱动的新周期

港美通
Nov 04, 2025

11月4日,截至收盘,矿业ETF(561330)下跌3.28%,每份报1.653元,成交额达2713万元,换手率3.63%。消息面上,工业和信息化部等八部门近日印发《有色金属行业稳增长工作方案(2025—2026年)》,提出“促进资源高效利用,提高资源保障水平,明确有序推进项目建设,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”,延续了“反内卷”精神。东方证券指出,在全球货币宽松...

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