有色金屬行業(yè)中美貿(mào)易爭(zhēng)端轉(zhuǎn)機(jī)出現(xiàn)，工業(yè)金屬外需滑落壓力減輕

1、目錄周度熱點(diǎn)追蹤：碳酸鋰價(jià)格企穩(wěn)，長(zhǎng)期供給增量巨大.............................................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、............................19有色上市公司下周行動(dòng)事件匯總.............................................................34圖表39：鋅庫(kù)存（噸）....................................................................13圖表40：鎳庫(kù)存（噸）.....................

4、...............................................13圖表41：錫庫(kù)存（噸）....................................................................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

5、）..............................................................14圖表44：電解鋁社會(huì)庫(kù)存（萬(wàn)噸）..........................................................14圖表45：氧化鋁港口庫(kù)存（萬(wàn)噸）..........................................................15圖表4

6、6：鋅錠社會(huì)庫(kù)存（萬(wàn)噸）............................................................15圖表47：鋅精礦港口庫(kù)存（萬(wàn)噸）..........................................................15圖表48：不銹鋼社會(huì)庫(kù)存（萬(wàn)噸）......................................................

7、....15圖表49：電解鎳社會(huì)庫(kù)存（萬(wàn)噸）..........................................................15圖表50：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)...............................................

8、.............16圖表52：銅精礦現(xiàn)貨TC價(jià)格（美元噸）....................................................18圖表53：氧化鋁價(jià)格（元噸）.............................................................18圖表54：鉛精礦TC價(jià)格（元噸）.......................................

9、....................18圖表55：鋅精礦TC價(jià)格（元噸）...........................................................18圖表56：鎳鐵價(jià)格（元噸）...............................................................18圖表57：錫精礦TC價(jià)格（元噸）...........................

10、................................18圖表58：房地產(chǎn)開發(fā)投資完成額與銷售面積:累計(jì)同比.........................................19圖表59：房屋新開工、施工、竣工面積:累計(jì)同比.............................................19圖表60：銅材產(chǎn)量及同比（萬(wàn)噸，%）..............................

11、........................20圖表61：鋁材產(chǎn)量及同比（萬(wàn)噸，%）......................................................20圖表62：鋁合金產(chǎn)量及同比（萬(wàn)噸，%）....................................................20圖表63：空調(diào)產(chǎn)量庫(kù)存及同比（萬(wàn)臺(tái)，%）...........................

12、.......................20圖表64：電網(wǎng)基本建設(shè)投資完成額：累計(jì)值..................................................20圖表65：電源基本建設(shè)投資完成額：累計(jì)值..................................................20圖表66：乘用車產(chǎn)量及庫(kù)存（萬(wàn)輛）..................................

13、......................21圖表67：商用車產(chǎn)量及庫(kù)存（萬(wàn)輛）........................................................21圖表68：不銹鋼產(chǎn)量（萬(wàn)噸）..............................................................21圖表69：不銹鋼新廢價(jià)格及價(jià)差............................

14、................................21圖表70：鋰電池產(chǎn)量（萬(wàn)個(gè)）..............................................................21圖表71：國(guó)內(nèi)新能源汽車產(chǎn)量及同比（萬(wàn)量，%）............................................21圖表72：重點(diǎn)公司盈利預(yù)測(cè)與估值.......................

15、...................................22圖表73：申萬(wàn)板塊行業(yè)本周表現(xiàn)（%）......................................................23圖表74：有色子版塊本周表現(xiàn)（%）........................................................23圖表75：重點(diǎn)關(guān)注有色個(gè)股本周表現(xiàn)（%）..............

16、....................................24圖表76：申萬(wàn)有色板塊公司本周漲跌幅排名..................................................24圖表77：有色公司下周行動(dòng)事件匯總........................................................34圖表78：下周主要財(cái)經(jīng)事件及數(shù)據(jù)公布預(yù)告...............