工业有色涨超3.5%！板块业绩亮眼，供需紧平衡仍将持续？

Group 1 - A-shares experienced a rebound on November 13, with the industrial non-ferrous index rising by 3.59% as of 10:50 AM, driven by strong performance in the lithium mining sector [1] - Lithium carbonate demand has reached new highs, with futures prices increasing by 20% from October 14 to November 10, indicating a robust market [1] - The phosphoric iron lithium industry is operating at full capacity, with leading material manufacturers exceeding production targets, suggesting a sustained supply-demand balance until year-end [1] Group 2 - Concerns over supply due to recent overseas aluminum plant shutdowns or reductions have led to strong aluminum prices, supported by low domestic inventory levels [1] - The overall global economy is in a rate-cutting cycle, which may benefit sectors like real estate and photovoltaics, maintaining a tight supply-demand balance for aluminum [1] - In the first three quarters, 108 out of 141 listed companies in the non-ferrous metals sector reported year-on-year revenue growth, with 96 companies seeing an increase in net profit, indicating strong industry performance [1] Group 3 - The non-ferrous metals sector is entering a new cycle driven by supply-demand balance, influenced by global monetary easing and the strategic importance of resources [2] - The Tianhong CSI Industrial Non-Ferrous Metals Theme Index focuses on 30 leading industrial metal companies, excluding precious metals, and reflects the performance of the real economy [2] - The current valuation of the non-ferrous metals sector is considered reasonable, suggesting high allocation value for investors [2]