节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:6/10


中国有色金属工业协会2026年一季度运行发布会显示,行业延续良好态势,生产供给稳中有升,效益持续改善,主要产品产量、投资、进出口及利润均增长,实现“十五五”平稳开局。十种有色金属产量2053.2万吨,同比增3.6%,其中精炼铜378.5万吨(9.3%)、原1141.3万吨(3.1%),铝材1524.8万吨(-1.9%)。规模以上工业增加值增2.6%,采选业2.9%,冶炼和压延加工业2.5%。

固定资产投资增10.7%,高于全国工业4.9个百分点,矿采选业投资增56.0%,冶炼加工3.7%。民间投资增8.3%,矿采选民间投资33.4%。进出口贸易总额1550.6亿美元,增75.7%,净进口1042.2亿美元,增1.3倍,进口受黄金拉动,黄金占比43%。铜矿砂进口756万吨(6.6%),铝土矿5797万吨(23.6%),新能源金属碳酸锂进口增64.6%。

..00746元/吨(30.5%),铝24000元/吨(17.3%),黄金1091.1元/克(62.7%),银21.3元/克(167.0%)。新能源金属电池级碳酸锂14.9万元/吨(98.9%),钴42.7万元/吨(135.0%)。

The complete content requires login

You can view the full content after logging in. If you don't have an account, please register first.

Log in to view the full text

This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
[ai_simple_sources]