【长江现货金属点评：锡镍领涨超5%，铜价创历史新高】（以下数据来源长江有色金属网） 截至2026年1月6日，长江现货基本金属在绿色消费新政与供应扰动共振下全线走强，呈现"新能源金属 领涨、传统金属跟涨"的分化格局。其中锡、镍涨幅居前，铜价刷新历史高点。 铜价强势突破，创历史新高：长江现货1#铜报103,840元/吨，较前一日大涨3120元，强势突破10.3万元 关口。智利铜矿罢工加剧供应忧虑，叠加国内绿色消费新政强化长期需求预期，共同推动价格上行。尽 管LME铜库存处于低位，但国内政策与供应端的"双重利好"短期内料继续支撑铜价高位运行。 铝价稳健上行，低库存形成支撑：A00铝报23,910元/吨，上涨600元。低库存格局与节前备货预期为铝 价提供支撑，但需关注高位可能出现的调整压力。在"白色石油"新能源属性与供应约束下，铝价下方支 撑较强。 锌价震荡上行，供需博弈持续：0#锌报24,350元/吨，上涨380元。矿端供应紧张支撑价格，但传统淡季 需求疲软限制了上行空间，短期内料维持震荡整理格局。 铅价微幅跟涨，维持震荡格局：1#铅报17,575元/吨，微涨150元。再生铅开工低迷与下游电池企业采购 谨慎形成"供 ...

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]