摩根士丹利发布报告称,国家发改委上周五发表了题为《大力推动传统产业优化提升》的文章。文中提到,要强化氧化铝与铜冶炼产业的管理,优化其产业布局,并鼓励氧化铝及铜冶炼领域的大型骨干企业开展兼并重组。摩根士丹利认为,新政策或许会对新增规划的氧化铝产能起到限制作用,并预计产能整合将使中国铝业、中国宏桥等行业龙头企业从中受益。同时,年度铜精矿加工费/提炼费价格走低,以及长期合同精矿量的变化,可能预示着...
Source Link摩根士丹利发布报告称,国家发改委上周五发表了题为《大力推动传统产业优化提升》的文章。文中提到,要强化氧化铝与铜冶炼产业的管理,优化其产业布局,并鼓励氧化铝及铜冶炼领域的大型骨干企业开展兼并重组。摩根士丹利认为,新政策或许会对新增规划的氧化铝产能起到限制作用,并预计产能整合将使中国铝业、中国宏桥等行业龙头企业从中受益。同时,年度铜精矿加工费/提炼费价格走低,以及长期合同精矿量的变化,可能预示着...
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