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在国家减产及收储的共同作用下,有色金属价格实现了环比大幅上涨。预计二季度行业有望全面扭亏。但由于国内外经济仍存在不确定性,在产能过剩问题没有有效解决的情况下,行业投资机会并不显著。
Non-ferrous metal prices rose sharply on a month-on-month basis as a result of the country’s production cuts and storage. The second quarter is expected to fully turn around the industry. However, due to the uncertainties in the economy both at home and abroad, the investment opportunities in the industry are not significant in the absence of an effective solution to the problem of overcapacity.