有色金屬行業(yè)基建投資上升預期增強，關注銅鋅供需錯配結構行情

1、目錄周度熱點追蹤：銅庫存持續(xù)走低，供給端短缺趨勢確立...........................................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、...........................20有色上市公司下周行動事件匯總.............................................................38圖表40：鋅庫存（噸）....................................................................13圖表41：鎳庫存（噸）......................

4、..............................................13圖表42：錫庫存（噸）....................................................................13圖表43：有色產品社會庫存一覽............................................................14圖表44：銅社會庫存（萬噸）

5、..............................................................14圖表45：電解鋁社會庫存（萬噸）..........................................................14圖表46：氧化鋁港口庫存（萬噸）..........................................................15圖表47

6、：鋅錠社會庫存（萬噸）............................................................15圖表48：鋅精礦港口庫存（萬噸）..........................................................15圖表49：不銹鋼社會庫存（萬噸）.......................................................

7、...15圖表50：電解鎳社會庫存（萬噸）..........................................................15圖表51：鎳礦石港口庫存（萬噸）..........................................................15圖表52：有色金屬上游情況統(tǒng)計................................................

8、............16圖表53：銅精礦現(xiàn)貨TC價格（美元噸）....................................................19圖表54：氧化鋁價格（元噸）.............................................................19圖表55：鉛精礦TC價格（元噸）........................................

9、...................19圖表56：鋅精礦TC價格（元噸）...........................................................19圖表57：鎳鐵價格（元噸）...............................................................19圖表58：錫精礦TC價格（元噸）............................

10、...............................19圖表59：房地產開發(fā)投資完成額與銷售面積:累計同比.........................................20圖表60：房屋新開工、施工、竣工面積:累計同比.............................................20圖表61：銅材產量及同比（萬噸，%）...............................

11、.......................21圖表62：鋁材產量及同比（萬噸，%）......................................................21圖表63：鋁合金產量及同比（萬噸，%）....................................................21圖表64：空調產量庫存及同比（萬臺，%）............................

12、......................21圖表65：電網(wǎng)基本建設投資完成額：累計值..................................................21圖表66：電源基本建設投資完成額：累計值..................................................21圖表67：庫存：乘用車.........................................

13、...........................22圖表68：庫存：商用車....................................................................22圖表69：不銹鋼產量（萬噸）..............................................................22圖表70：不銹鋼新廢價格及價差.................

14、...........................................22圖表71：鋰電池產量（萬個）..............................................................22圖表72：國內新能源汽車產量及同比（萬量，%）............................................22圖表73：重點公司盈利預測與估值............

15、..............................................23圖表74：申萬板塊行業(yè)本周表現(xiàn)（%）......................................................24圖表75：有色子版塊本周表現(xiàn)（%）........................................................24圖表76：重點關注有色個股本周表現(xiàn)（%）...

16、...............................................25圖表77：申萬有色板塊公司本周漲跌幅排名..................................................25圖表78：有色公司下周行動事件匯總........................................................38圖表79：下周主要財經事件及數(shù)據(jù)公布預告....