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大多数有色金属的供需基本面仍然极为紧张,电解铝盈利持续改善,精铜冶炼加工费大幅下降,年内有色金属价格有望再度上涨。国家再度下调有色金属产品出口退税率对企业的影响有限,我们对有色金属行业的投资评级仍然为“向好”。
The fundamentals of supply and demand for most non-ferrous metals remain extremely tight. Electrolytic aluminum profitability continued to improve. The processing fee for refined copper smelting dropped significantly. Non-ferrous metal prices are expected to rise again during the year. The state once again cut the export tax rebate rate of non-ferrous metals products have limited impact on enterprises, our non-ferrous metals industry investment rating is still “good.”