【金属】春节假期临近,关注节后需求——金属行业周报

渤海证券研究
Feb 11

张 珂证券分析师SAC No:S1150523120001核心观点行业情况及产品价格走势初判(1)钢铁:随着工地停工、加工企业放假范围扩大,季节性淡季特征将更加明显,钢材基本面后续将继续走弱,关注节后需求恢复情况。(2)铜:随着春节假期临近,下游将陆续放假,需关注春节后需求恢复情况,若后续需求改善较好,后续铜价有望继续上行。(3)铝:近期宏观情绪对铝价影响较大,关注春节后需求恢复情况。(4)黄金...

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