中国材料：重申核心观点 - 铝、铜最受青睐，其次是电池产业链-China Materials Reiterating Our Key Calls Aluminum and Copper Most Preferred Followed by Battery Chain
2025-12-04 02:22

Flash | 03 Dec 2025 09:56:58 ET │ 11 pages China Materials Reiterating Our Key Calls, Aluminum and Copper Most Preferred, Followed by Battery Chain CITI'S TAKE As we approach year-end, we reiterate our key calls: 1) prefer aluminum and copper ahead of potential Fed rate cut; 2) bullish battery chain price hike cycle; 3) we have turned more cautious on anti-involution sectors. Sector pecking order: Aluminum > Copper > Battery > Gold > Battery Materials > Coal > Cement > Steel. Cross-sector top picks: Hongqia ...