有色金属行业动态报告:美伊冲突爆发 驱动贵金属与铝向上

中信建投证券
Mar 01

核心观点春节收假之后,除了黄金、锡受地缘驱动明显上涨以外,国内有色金属均以震荡的方式等待下游消费的进一步指引。一方面,下游在正月十五之后陆续回归,库存拐点将清晰;另一方面,美伊冲突爆发,避险情绪有望推动贵金属价格继续上行,而中东六国约700 万吨电解铝,特别是伊朗近80 万吨电解铝将面临原料输入和成品输出的双向威胁,而全球铝库存抗冲击能力不强,铝价趋于上涨。行业动态信息工业金属:本周LME 铜、铝...

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