有色金属行业周报：外宽松内发力，全面看好有色板块投资机会

Investment Rating - The report maintains an "Outperform" rating for the non-ferrous metals sector [3] Core Viewpoints - The report is optimistic about investment opportunities in the non-ferrous metals sector, driven by both external monetary easing and internal economic stimulus measures [3][6] Summary by Sections 1. Precious Metals - Gold and silver prices have seen a slight increase, with the Shanghai Gold Exchange's spot price for Au9999 closing at 597 CNY per gram, reflecting a weekly change of 1.5% [24] - COMEX gold futures closed at 2681 USD per ounce, with a weekly change of 1.3% [24] 2. Industrial Metals - Prices for industrial metals have generally risen, with SHFE copper prices increasing by 3.9% and LME copper prices by 4.9% [40][44] - The average processing fee for imported copper concentrate has risen to 7.5 USD per ton, indicating a positive outlook for copper and aluminum [7] 3. Rare Earths and Tungsten - Prices for praseodymium-neodymium oxide have increased by 1.3%, while tungsten prices have seen a slight decline [7][83] 4. Energy Metals - Lithium concentrate prices have slightly increased, while cobalt prices remain stable [7] - Nickel prices have also seen a modest rise, with SHFE nickel prices up by 3.2% [74] 5. Investment Recommendations - The report suggests a comprehensive outlook on the non-ferrous metals sector, with specific recommendations for precious metals and industrial metals [7] - For precious metals, companies such as Shandong Gold and Zhongjin Gold are recommended, while for industrial metals, companies like Zijin Mining and China Aluminum are highlighted [7]