摩根大通:中国金属行业展望

发现报告商业局
Jan 29

今日分享中国基础材料图表集:金属行业又一紧张之年摩根大通发布的这篇报告指出,2026年全球金属市场预计仍将处于供需紧平衡状态,不同品种走势分化。报告从宏观经济与政策环境入手,结合各金属品种的供需基本面、价格展望及代表性企业分析,系统梳理了行业趋势与投资逻辑。宏观层面,2025年12月及全年中国部分金属进出口数据呈现分化,如12月铁矿石进口量同比增6.4%,全年增2%,而铜12月进口量同比降...

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