11月11日,中国银河证券最新研报指出,市场宏观预期与风险偏好有望改善,美联储在四季度持续的降息与可能的停止缩表并开始扩表有望提升市场流动性,这均将有利于铜铝等工业金属大宗商品价格上涨。而海外铜铝龙头企业事故频发对全球供应的扰动也将提升铜铝的价格弹性。2025Q4铜铝行业业绩增速有望进一步提升。国内外储能需求旺盛,以及进入2026年国内新能源汽车购置税减免政策退坡或将引发年底抢购,国内锂电池排产...
Source Link11月11日,中国银河证券最新研报指出,市场宏观预期与风险偏好有望改善,美联储在四季度持续的降息与可能的停止缩表并开始扩表有望提升市场流动性,这均将有利于铜铝等工业金属大宗商品价格上涨。而海外铜铝龙头企业事故频发对全球供应的扰动也将提升铜铝的价格弹性。2025Q4铜铝行业业绩增速有望进一步提升。国内外储能需求旺盛,以及进入2026年国内新能源汽车购置税减免政策退坡或将引发年底抢购,国内锂电池排产...
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