金属行业:工业金属板块已进入新一轮强景气周期——铜供应缺口或仍有趋势性放大可能全球金属行业上游进入弱供给周期。全球金属品种的矿端有效供给增量延续刚性化特征,2025 年全球金属矿业上游勘探投入在2024 年下降3%(124.8 亿美元)基础上进一步下滑0.64%至124 亿美元。尽管3 年行业矿端平均资本投入周期数据暗示数年后金属行业的供给弹性或有释放空间,如2021-2023 全球矿山领域年均...
Source Link金属行业:工业金属板块已进入新一轮强景气周期——铜供应缺口或仍有趋势性放大可能全球金属行业上游进入弱供给周期。全球金属品种的矿端有效供给增量延续刚性化特征,2025 年全球金属矿业上游勘探投入在2024 年下降3%(124.8 亿美元)基础上进一步下滑0.64%至124 亿美元。尽管3 年行业矿端平均资本投入周期数据暗示数年后金属行业的供给弹性或有释放空间,如2021-2023 全球矿山领域年均...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.