A股月末冲刺,有色金属板块爆发,铂科新材涨超10%

Group 1 - The core viewpoint of the article highlights the significant growth in the non-ferrous metals sector, driven by government initiatives and increasing demand from emerging industries such as new energy vehicles and robotics [1] - The Ministry of Industry and Information Technology, along with eight other departments, has issued a plan for the non-ferrous metals industry, targeting an average annual growth of around 5% in value-added output from 2025 to 2026 [1] - The production of ten types of non-ferrous metals is expected to grow at an average annual rate of approximately 1.5% during the same period [1] Group 2 - The non-ferrous metals sector has seen a substantial price increase, with cobalt prices rising from 169,000-171,000 yuan/ton at the beginning of the year to 325,000 yuan/ton by September 28, marking an increase of nearly 100% [1] - The strong performance of the non-ferrous metals sector is reflected in the stock market, with significant gains in companies such as Placo New Materials, which rose over 10%, and others like Jiangxi Copper and Huayou Cobalt, which saw their stocks hit the daily limit [1]