节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
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国务院国资委强调，聚焦“两重”“两新”领域，靠前谋划一批重大项目及标志性工程；深入推进中央企业“AI+”专项行动，加速数智化转型并因企制宜打造新兴支柱产业；围绕国有资本“三个集中”，加快国有经济布局..
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