Group 1 - The non-ferrous metals sector has performed exceptionally well this year, with the Zhongzheng Shenwan Non-Ferrous Metals Index rising by 75.82%, ranking among the top in the Shenwan first-level industry growth list [1] - Subcategories such as copper, gold, and lead-zinc have seen significant increases, with industrial metals being the main driving force behind the sector's growth [1] - Analysts believe that under the backdrop of global macro liquidity easing, non-ferrous metals exhibit strong medium to long-term investment value due to their rigid supply and demand, safe-haven attributes, and the demand for green transformation [1] Group 2 - There is a particular focus on copper, aluminum, and gold as the "three safe-haven swords," with a recommendation to prioritize investments in leading companies that possess core mining rights [1] - Attention is also directed towards companies with deep processing capabilities within the sector [1]
今年以来累计涨超75%，美降息周期下有色金属行情可期
Sou Hu Cai Jing·2025-12-16 23:51