到2040年电网扩张将推动铜、铝的年需求翻番（SDS）-行业数据

到2040年电网扩张将推动铜、铝的年需求翻番（SDS）

最后，继续重视黄金的中长期配置价值，我们认为，黄金近年来强势上行的背后是地缘政治冲突的避险预期、百年变局下各国央行“去美元化”而进行的储备多元化以及美元流动性宽松预期等因素综合作用的结果，黄金货币属性的强化不会仅仅局限于短期，中长期配置价值仍在。

行业数据

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所属报告：