①公司稀缺金属产能即将投产，自2025年以来价格上涨164.76%，下游覆盖半导体、工业燃气轮机、航 空航天等领域； ②油价回升叠加资本开支活跃度仍在较低水平，分析师看好该行业的向上弹性，且由于建 设周期较长，高竞争力企业有望强者恒强。 前言 财联社倾力打造王牌栏目《风口研报》，替您"扒一扒"市场含金量超高的研报、调研信息。以机构视 角，追踪研报和调研纪要细节里的"超预期"、"拐点"、"事件催化"和"价值洼地"。 ...

Core Viewpoint - Goldman Sachs analysts predict that oil prices will gradually recover by 2027, driven by a slowdown in supply growth from non-OPEC producers and strong demand growth, leading to a return to a supply-demand imbalance in the crude oil market [1] Group 1: Price Forecast - The investment bank has adjusted its average price forecast for Brent crude and WTI crude in 2027 to $58 per barrel and $54 per barrel, respectively, a decrease of $5 from previous estimates [1] Group 2: Supply Expectations - The upward revision in supply expectations for 2027 includes an increase of 300,000 barrels per day from the United States, 400,000 barrels per day from Venezuela, and 500,000 barrels per day from Russia [1]

德商银行：预计明年油价将小幅回升至70美元。 ...

伊拉克石油部长：希望油价在今年下半年回升。 ...