金吾财讯 | 有色金属板块普遍回调，截至发稿，灵宝黄金(03330)跌2.75%，俄铝(00486)跌2.64%，天齐锂业(09696)跌2.42%，江西铜业股份(00358)跌2.07%，招金矿业(01818)跌1.79%，中国铝业(02600)跌1.49%，金力永磁(06680)跌1.18%。中邮证券有色行业报告指出，贵金属方面，长期来看，去美元化的进程不会转向，低位筹码建议无惧波动，坚定持有。锂方面，在供给稳步提升、需求整体相对持稳的背景下，预计12月碳酸锂仍将保持去库，但幅度较11月相比将有所放缓，锂价向下调整幅度有限，建议逢低做多。铝方面，长期来看，海外电力供应或带来电解铝停产风险，远期预期价格仍稳中有升，同时氧化铝价格持续疲软，电解铝企业的盈利能力有望继续提升。铜方面，综合来看，由于自由港和泰克资源26年产量预期的下调，26年预计铜会出现供需紧张的局面，同时美政府开门对其26年的财政支出存在进一步强化的预期，该机构认为调整即为买点，建议逢低做多。
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