资源大时代2.0:当铜金屡创新高,谁是下一个战略级品种?

华尔街见闻
Feb 24

长江证券提出,在逆全球化与双碳约束下,部分制造链条正在变成“第二类稀缺资源”,筛选标准是“战略性+全球性+低位高弹性”。报告点名电解铝、制冷剂、航空与油运:铝受国内产能天花板与海外电力掣肘,制冷剂配额推升价格;航空测算2026-2028年供给转负、需求仍增;油运则关注影子船队合规化与补库带来的运力缺口。当金银铜的价格在狂欢中屡创新高,资金已经开始寻找下一个洼地。2月22日,长江证券发布了一份长达...

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