智通财经APP获悉，长城证券发布研报称，维持有色金属行业“强于大市”评级。受地缘政治紧张和供应链安全焦虑驱动，金属等战略物资地位升级。与此同时，全球基本金属市场正经历长期供需格局的结构性重塑。需求端，能源转型加速推进，新能源汽车、光伏、风电等绿色产业对铜、铝的需求形成强劲而持续的拉动;而供给端，长期投资不足、资源品位下降、新增项目投产周期延长等因素，导致供应刚性日益凸显。短期受宏观情绪影响价格或有...
Source Link智通财经APP获悉，长城证券发布研报称，维持有色金属行业“强于大市”评级。受地缘政治紧张和供应链安全焦虑驱动，金属等战略物资地位升级。与此同时，全球基本金属市场正经历长期供需格局的结构性重塑。需求端，能源转型加速推进，新能源汽车、光伏、风电等绿色产业对铜、铝的需求形成强劲而持续的拉动;而供给端，长期投资不足、资源品位下降、新增项目投产周期延长等因素，导致供应刚性日益凸显。短期受宏观情绪影响价格或有...
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