有色金屬行業(yè)鎳鈷鋰?yán)^續(xù)弱勢整理，能源金屬需求面臨結(jié)構(gòu)調(diào)整

1、目錄周度熱點(diǎn)追蹤：三元電池進(jìn)入快車道，能源金屬需求格局面臨調(diào)整.................................4有色產(chǎn)品價格..............................................................................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)動態(tài).....................................................................16本月有色金屬下游消費(fèi)概覽.......................................

3、......................18有色上市公司下周行動事件匯總.............................................................36圖表40：鎳庫存（噸）....................................................................13圖表41：錫庫存（噸）...........................

4、.........................................13圖表42：有色產(chǎn)品社會庫存一覽............................................................14圖表43：銅社會庫存（萬噸）..............................................................14圖表44：電解鋁社會庫存（萬噸）......

5、....................................................14圖表45：氧化鋁港口庫存（萬噸）..........................................................15圖表46：鋅錠社會庫存（萬噸）............................................................15圖表47：鋅精礦港口庫存（

6、萬噸）..........................................................15圖表48：不銹鋼社會庫存（萬噸）..........................................................15圖表49：電解鎳社會庫存（萬噸）..........................................................15圖表50：

7、鎳礦石港口庫存（萬噸）..........................................................15圖表51：有色金屬上游情況統(tǒng)計............................................................16圖表52：銅精礦現(xiàn)貨TC價格（美元噸）....................................................1

8、7圖表53：氧化鋁價格（元噸）.............................................................17圖表54：鉛精礦TC價格（元噸）...........................................................17圖表55：鋅精礦TC價格（元噸）.................................................

9、..........17圖表56：鎳鐵價格（元噸）...............................................................17圖表57：錫精礦TC價格（元噸）...........................................................17圖表58：房地產(chǎn)開發(fā)投資完成額與銷售面積:累計同比............................

10、.............18圖表59：房屋新開工、施工、竣工面積:累計同比.............................................18圖表60：銅材產(chǎn)量及同比（萬噸，%）......................................................19圖表61：鋁材產(chǎn)量及同比（萬噸，%）...........................................

11、...........19圖表62：鋁合金產(chǎn)量及同比（萬噸，%）....................................................19圖表63：空調(diào)產(chǎn)量庫存及同比（萬臺，%）..................................................19圖表64：電網(wǎng)基本建設(shè)投資完成額（億元）..........................................

12、........19圖表65：電源基本建設(shè)投資完成額（億元）..................................................19圖表66：乘用車及庫存（萬輛）............................................................20圖表67：商用車及庫存（萬輛）..............................................

13、..............20圖表68：不銹鋼產(chǎn)量（萬噸）..............................................................20圖表69：不銹鋼新廢價格及價差............................................................20圖表70：鋰電池產(chǎn)量（萬個）...................................

14、...........................20圖表71：國內(nèi)新能源汽車產(chǎn)量及同比（萬量，%）............................................20圖表72：重點(diǎn)公司盈利預(yù)測與估值..........................................................21圖表73：申萬板塊行業(yè)本周表現(xiàn)（%）............................

15、..........................22圖表74：有色子版塊本周表現(xiàn)（%）........................................................22圖表75：重點(diǎn)關(guān)注有色個股本周表現(xiàn)（%）..................................................23圖表76：申萬有色板塊公司本周漲跌幅排名.........................