节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
3月5日十四届全国人大四次会议首场部长通道，国资委主任张玉卓就国资央企布局战略性新兴产业及未来产业答问。中央企业资产业务分传统产业（国民经济底座）与新兴产业，传统产业侧重高端化、智能化、绿色化改造，契合有色金属等行业高质量发展路径。
2025年（十四五收官年）有色金属行业受内外环境考验，运行稳中向好质效双升。规上企业利润总额5284.5亿元（破5000亿，历史新高），为十四五交亮眼答卷，诠释传统产业韧性。利润增长多点开花：独立矿山（31%）、冶炼（37%）、加工（32%）贡献率均衡；铝（380亿）、黄金（212亿）、铜（177亿）为盈利核心支柱，呼应央企新能源等领域万亿元级产业规模。
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