摩根士丹利：中国材料行业下半年的最新动态
2025-07-11 01:14
July 8, 2025 04:11 AM GMT M Foundation Investor Presentation | Asia Pacific China Materials Updates We expect copper, aluminum and gold will remain at elevated levels, and we see supply cuts in steel and cement in the 2H. Morgan Stanley Asia Limited+ Rachel L Zhang Equity Analyst Rachel.Zhang@morganstanley.com +852 2239-1520 Hannah Yang, CFA Equity Analyst Hannah.Yang1@morganstanley.com +852 2239-7079 Chris Jiang Equity Analyst Chris.Jiang@morganstanley.com +852 3963-1593 Davven Xu, CFA Research Associate D ...