上半年我国有色金属工业平稳增长

Core Insights - The Chinese non-ferrous metal industry is projected to achieve a year-on-year growth of 7.6% in added value in the first half of 2025, with a production volume of 40.319 million tons for ten common non-ferrous metals, reflecting a 2.9% increase compared to the previous year [1] Industry Performance - The overall operation of the non-ferrous metal industry in China remained stable in the first half of the year, with reasonable production growth and double-digit investment growth [1] - Fixed asset investment in the non-ferrous metal industry increased by 16.1% compared to the same period last year, indicating further growth on a high base from the previous year [1] - Revenue and profits of regulated enterprises in the industry improved compared to the same period last year, with major resource imports also increasing [1] Investment Trends - The industry is experiencing heightened investment enthusiasm driven by stable growth and supportive policies for emerging industries, with increased activity from private capital [1] - Investment structure is shifting towards upstream resource sectors and emerging applications in new energy, indicating a transition towards high-end and green development [1] Future Outlook - The non-ferrous metal industry association plans to continue promoting supply-side reforms for various non-ferrous metal products in the second half of the year [1] - The association aims to accelerate the orderly exit of outdated production capacity by learning from successful experiences in setting production capacity ceilings and implementing strict capacity replacement [1] - There is a focus on regulating low-price and disorderly competition within the industry [1]