金吾财讯 | 有色金属板块延续升势，力勤资源(02245)涨4.36%，紫金矿业(02899)涨3.86%，中国有色矿业(01258)涨3.75%，金力永磁(06680)涨3.02%，五矿资源(01208)涨2.95%，洛阳钼业(03993)涨2.60%，中国宏桥(01378)涨1.91%，山东黄金(01787)涨1.79%，俄铝(00486)涨1.26%，中国铝业(02600)涨1.07%，江西铜业股份(00358)涨0.58%，赣锋锂业(01772)涨0.49%，招金矿业(01818)涨0.12%。
五矿证券报告指出，2025年有色金属采选业累计营收4247.4亿元，同比+12.7%，营业利润累计1248.7亿元，同比+36.1%；固定资产投资增长累计41.8%。
国元证券表示，2月需关注海外主要资源国供应扰动及国内下游需求复苏力度，建议重点关注“资源+高弹性”双主线的有色金属投资机会。
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