有色金屬行業(yè)鎳鈷鋰?yán)^續(xù)弱勢(shì)整理，能源金屬需求面臨結(jié)構(gòu)調(diào)整

1、目錄周度熱點(diǎn)追蹤：三元電池進(jìn)入快車(chē)道，能源金屬需求格局面臨調(diào)整.................................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、......................18有色上市公司下周行動(dòng)事件匯總.............................................................36圖表40：鎳庫(kù)存（噸）....................................................................13圖表41：錫庫(kù)存（噸）...........................

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

5、....................................................14圖表45：氧化鋁港口庫(kù)存（萬(wàn)噸）..........................................................15圖表46：鋅錠社會(huì)庫(kù)存（萬(wàn)噸）............................................................15圖表47：鋅精礦港口庫(kù)存（

6、萬(wàn)噸）..........................................................15圖表48：不銹鋼社會(huì)庫(kù)存（萬(wàn)噸）..........................................................15圖表49：電解鎳社會(huì)庫(kù)存（萬(wàn)噸）..........................................................15圖表50：

7、鎳礦石港口庫(kù)存（萬(wàn)噸）..........................................................15圖表51：有色金屬上游情況統(tǒng)計(jì)............................................................16圖表52：銅精礦現(xiàn)貨TC價(jià)格（美元噸）....................................................1

8、7圖表53：氧化鋁價(jià)格（元噸）.............................................................17圖表54：鉛精礦TC價(jià)格（元噸）...........................................................17圖表55：鋅精礦TC價(jià)格（元噸）.................................................

9、..........17圖表56：鎳鐵價(jià)格（元噸）...............................................................17圖表57：錫精礦TC價(jià)格（元噸）...........................................................17圖表58：房地產(chǎn)開(kāi)發(fā)投資完成額與銷(xiāo)售面積:累計(jì)同比............................

10、.............18圖表59：房屋新開(kāi)工、施工、竣工面積:累計(jì)同比.............................................18圖表60：銅材產(chǎn)量及同比（萬(wàn)噸，%）......................................................19圖表61：鋁材產(chǎn)量及同比（萬(wàn)噸，%）...........................................

11、...........19圖表62：鋁合金產(chǎn)量及同比（萬(wàn)噸，%）....................................................19圖表63：空調(diào)產(chǎn)量庫(kù)存及同比（萬(wàn)臺(tái)，%）..................................................19圖表64：電網(wǎng)基本建設(shè)投資完成額（億元）..........................................

12、........19圖表65：電源基本建設(shè)投資完成額（億元）..................................................19圖表66：乘用車(chē)及庫(kù)存（萬(wàn)輛）............................................................20圖表67：商用車(chē)及庫(kù)存（萬(wàn)輛）..............................................

13、..............20圖表68：不銹鋼產(chǎn)量（萬(wàn)噸）..............................................................20圖表69：不銹鋼新廢價(jià)格及價(jià)差............................................................20圖表70：鋰電池產(chǎn)量（萬(wàn)個(gè)）...................................

14、...........................20圖表71：國(guó)內(nèi)新能源汽車(chē)產(chǎn)量及同比（萬(wàn)量，%）............................................20圖表72：重點(diǎn)公司盈利預(yù)測(cè)與估值..........................................................21圖表73：申萬(wàn)板塊行業(yè)本周表現(xiàn)（%）............................

15、..........................22圖表74：有色子版塊本周表現(xiàn)（%）........................................................22圖表75：重點(diǎn)關(guān)注有色個(gè)股本周表現(xiàn)（%）..................................................23圖表76：申萬(wàn)有色板塊公司本周漲跌幅排名.........................