有色金屬行業(yè)有色行業(yè)強弱分化，抓住銅鋅供給瓶頸帶來的投資機會

1、目錄周度熱點追蹤：印尼鎳鐵產能爆發(fā)式增長，鎳價下行壓力巨大.....................................4有色產品價格..............................................................................6有色行業(yè)供需..............................................................

2、...............16本周有色金屬上游情況概覽.............................................................16全球有色礦產動態(tài).....................................................................16本月有色金屬下游消費概覽.....................................

3、........................19有色上市公司下周行動事件匯總.............................................................37圖表39：鎳庫存（噸）....................................................................13圖表40：錫庫存（噸）.........................

4、...........................................13圖表41：有色產品社會庫存一覽............................................................14圖表42：銅社會庫存（萬噸）..............................................................14圖表43：電解鋁社會庫存（萬噸）....

5、......................................................14圖表44：氧化鋁港口庫存（萬噸）..........................................................15圖表45：鋅錠社會庫存（萬噸）............................................................15圖表46：鋅精礦港口庫

6、存（萬噸）..........................................................15圖表47：不銹鋼社會庫存（萬噸）..........................................................15圖表48：電解鎳社會庫存（萬噸）..........................................................15圖表4

7、9：鎳礦石港口庫存（萬噸）..........................................................15圖表50：有色金屬上游情況統(tǒng)計............................................................16圖表51：銅精礦現(xiàn)貨TC價格（美元噸）...................................................

8、.18圖表52：氧化鋁價格（元噸）.............................................................18圖表53：鉛精礦TC價格（元噸）...........................................................18圖表54：鋅精礦TC價格（元噸）...............................................

9、............18圖表55：鎳鐵價格（元噸）...............................................................18圖表56：錫精礦TC價格（元噸）...........................................................18圖表57：房地產開發(fā)投資完成額與銷售面積:累計同比..........................

10、...............19圖表58：房屋新開工、施工、竣工面積:累計同比.............................................19圖表59：銅材產量及同比（萬噸，%）......................................................20圖表60：鋁材產量及同比（萬噸，%）.........................................

11、.............20圖表61：鋁合金產量及同比（萬噸，%）....................................................20圖表62：空調產量庫存及同比（萬臺，%）..................................................20圖表63：電網(wǎng)基本建設投資完成額：累計值........................................

12、..........20圖表64：電源基本建設投資完成額：累計值..................................................20圖表65：庫存：乘用車....................................................................21圖表66：庫存：商用車............................................

13、........................21圖表67：不銹鋼產量（萬噸）..............................................................21圖表68：不銹鋼新廢價格及價差............................................................21圖表69：鋰電池產量（萬個）.........................

14、.....................................21圖表70：國內新能源汽車產量及同比（萬量，%）............................................21圖表71：重點公司盈利預測與估值..........................................................22圖表72：申萬板塊行業(yè)本周表現(xiàn)（%）..................

15、....................................23圖表73：有色子版塊本周表現(xiàn)（%）........................................................23圖表74：重點關注有色個股本周表現(xiàn)（%）..................................................24圖表75：申萬有色板塊公司本周漲跌幅排名...............