年底一则“多家中国空调企业推动‘铝代铜’”新闻挂上热搜,让铜紧缺吸引了普通消费者的目光,但在资本市场和大宗商品市场,铜紧缺的叙事贯穿2025年全年。与铜一样表现强劲的白银、铝、钴、镍等,除供应端紧缺之外,在需求端它们都有一个共同的特征:新能源与AI科技浪潮的宠儿。《中国大宗商品价格指数报告(2025)》显示,今年大宗商品市场新旧动能转换特征明显。得益于新能源、光伏、风电等高技术制造业和高端装备...
Source Link年底一则“多家中国空调企业推动‘铝代铜’”新闻挂上热搜,让铜紧缺吸引了普通消费者的目光,但在资本市场和大宗商品市场,铜紧缺的叙事贯穿2025年全年。与铜一样表现强劲的白银、铝、钴、镍等,除供应端紧缺之外,在需求端它们都有一个共同的特征:新能源与AI科技浪潮的宠儿。《中国大宗商品价格指数报告(2025)》显示,今年大宗商品市场新旧动能转换特征明显。得益于新能源、光伏、风电等高技术制造业和高端装备...
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