节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：4/10
今年政府工作报告聚焦“实体经济”“新质生产力”“绿色低碳”，为有色金属行业锚定发展方向。“十五五”开局之际，行业以资源安全为基、科技创新为核、绿色转型为要，发力实体经济、培育新质生产力、推进低碳发展，谋高质量突破。
实体经济是行业根基，有色金属作为国民经济基础产业，承载资源安全保障与产业链支撑使命。政府工作报告明确“着力点放在实体经济”“发展新质生产力”，2000亿元超长期特别国债支持设备更新及节能改造，直接惠及电解铝、铜冶炼等领域，为行业提质注入资金动能。2024年中国有色金属矿产品进口2.3亿吨，铜铝镍钴锂等战略矿产对外依存度仍高，资源安全保障紧迫性凸显。
科技创新是核心动力，行业加速高端化智能化转型。政府ŷ..
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