有色金屬行業(yè)基建投資上升預(yù)期增強(qiáng)，關(guān)注銅鋅供需錯(cuò)配結(jié)構(gòu)行情

1、目錄周度熱點(diǎn)追蹤：銅庫(kù)存持續(xù)走低，供給端短缺趨勢(shì)確立...........................................4有色產(chǎn)品價(jià)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(chǎn)動(dòng)態(tài).....................................................................16本月有色金屬下游消費(fèi)概覽..................................

3、...........................20有色上市公司下周行動(dòng)事件匯總.............................................................38圖表40：鋅庫(kù)存（噸）....................................................................13圖表41：鎳庫(kù)存（噸）......................

4、..............................................13圖表42：錫庫(kù)存（噸）....................................................................13圖表43：有色產(chǎn)品社會(huì)庫(kù)存一覽............................................................14圖表44：銅社會(huì)庫(kù)存（萬(wàn)噸）

5、..............................................................14圖表45：電解鋁社會(huì)庫(kù)存（萬(wàn)噸）..........................................................14圖表46：氧化鋁港口庫(kù)存（萬(wàn)噸）..........................................................15圖表47

6、：鋅錠社會(huì)庫(kù)存（萬(wàn)噸）............................................................15圖表48：鋅精礦港口庫(kù)存（萬(wàn)噸）..........................................................15圖表49：不銹鋼社會(huì)庫(kù)存（萬(wàn)噸）.......................................................

7、...15圖表50：電解鎳社會(huì)庫(kù)存（萬(wàn)噸）..........................................................15圖表51：鎳礦石港口庫(kù)存（萬(wàn)噸）..........................................................15圖表52：有色金屬上游情況統(tǒng)計(jì)................................................

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

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

10、...............................19圖表59：房地產(chǎn)開(kāi)發(fā)投資完成額與銷售面積:累計(jì)同比.........................................20圖表60：房屋新開(kāi)工、施工、竣工面積:累計(jì)同比.............................................20圖表61：銅材產(chǎn)量及同比（萬(wàn)噸，%）...............................

11、.......................21圖表62：鋁材產(chǎn)量及同比（萬(wàn)噸，%）......................................................21圖表63：鋁合金產(chǎn)量及同比（萬(wàn)噸，%）....................................................21圖表64：空調(diào)產(chǎn)量庫(kù)存及同比（萬(wàn)臺(tái)，%）............................

12、......................21圖表65：電網(wǎng)基本建設(shè)投資完成額：累計(jì)值..................................................21圖表66：電源基本建設(shè)投資完成額：累計(jì)值..................................................21圖表67：庫(kù)存：乘用車.........................................

13、...........................22圖表68：庫(kù)存：商用車....................................................................22圖表69：不銹鋼產(chǎn)量（萬(wàn)噸）..............................................................22圖表70：不銹鋼新廢價(jià)格及價(jià)差.................

14、...........................................22圖表71：鋰電池產(chǎn)量（萬(wàn)個(gè)）..............................................................22圖表72：國(guó)內(nèi)新能源汽車產(chǎn)量及同比（萬(wàn)量，%）............................................22圖表73：重點(diǎn)公司盈利預(yù)測(cè)與估值............

15、..............................................23圖表74：申萬(wàn)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(diǎn)關(guān)注有色個(gè)股本周表現(xiàn)（%）...

16、...............................................25圖表77：申萬(wàn)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(dòng)事件匯總........................................................38圖表79：下周主要財(cái)經(jīng)事件及數(shù)據(jù)公布預(yù)告....