广发证券郭磊：有色金属正被视为“新阶段的原油”，成为核心战略资源叙事

Group 1 - The core viewpoint presented by Guo Lei, chief economist of GF Securities, is that the strategic position of non-ferrous metals has significantly increased in the context of global industrial chain restructuring and energy transition, likening it to the role of crude oil over the past few decades [1][2] - This perspective serves as a top-level framework for understanding the current market dynamics of resource commodities [1][2]