张 珂证券分析师SAC No:S1150523120001核心观点行业情况及产品价格走势初判(1)钢铁:随着淡季的逐步深入,后续需求或继续走弱,钢价将承压。(2)铜:宏观氛围偏暖,2026年铜矿供应预期紧张,短期铜价或高位震荡。(3)铝:氧化铝方面,供给端仍未出现减产,供应过剩的格局难以缓解,几内亚GIC复产预期提升,短期氧化铝价格将维持低位。电解铝方面,宏观氛围偏暖,基本面表现一般,短期电解铝...
Source Link张 珂证券分析师SAC No:S1150523120001核心观点行业情况及产品价格走势初判(1)钢铁:随着淡季的逐步深入,后续需求或继续走弱,钢价将承压。(2)铜:宏观氛围偏暖,2026年铜矿供应预期紧张,短期铜价或高位震荡。(3)铝:氧化铝方面,供给端仍未出现减产,供应过剩的格局难以缓解,几内亚GIC复产预期提升,短期氧化铝价格将维持低位。电解铝方面,宏观氛围偏暖,基本面表现一般,短期电解铝...
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