推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 上周LME(倫敦金屬交易所))基本金屬價(jià)格全面上漲：銅、鋁、鉛、鋅、錫、鎳分別上漲4.67%、6.30%、4.76%、1.43%、1.4%和1.06%。有色金屬交易市場(chǎng)上的積極走勢(shì)投射在資本市場(chǎng)上亦引發(fā)良好預(yù)期，分析人士認(rèn)為，以聯(lián)儲(chǔ)加息、供給側(cè)改革、穩(wěn)增長(zhǎng)刺激三個(gè)維度構(gòu)建場(chǎng)景分析，今年上半年是有色金屬較好的投資窗口。其中、稀土、磁材、鋰類股票頗受關(guān)注與看好。
上半年是較好投資窗口
上周期貨市場(chǎng)上演一輪逼空行情,金屬多數(shù)收漲。光大證券(601788,股吧)分析師李偉峰認(rèn)為，以聯(lián)儲(chǔ)加息、供給側(cè)改革、穩(wěn)增長(zhǎng)刺激三個(gè)維度構(gòu)建場(chǎng)景分析,上半年仍是有色金屬較好的投資窗口。目前看金屬價(jià)格仍是下有供給側(cè)改革邏輯托底,上有穩(wěn)增長(zhǎng)措施刺激的格局。今年需要規(guī)避的是美聯(lián)儲(chǔ)議息的關(guān)鍵時(shí)點(diǎn)風(fēng)險(xiǎn)?！皬幕久婵?我們認(rèn)為基本金屬價(jià)格會(huì)出現(xiàn)品種分化,短期建議關(guān)注供給集中、成本倒掛品種錫、鋅。小金屬方面,鎢、稀土受收儲(chǔ)等影響,價(jià)格上漲確定性大,是我們短期重點(diǎn)推薦品種。”
財(cái)富證券分析師鄒建軍表示，需求企穩(wěn)預(yù)期強(qiáng),風(fēng)險(xiǎn)偏好回升,有色金屬板塊由此有望迎來(lái)第二波反彈。主要邏輯有四點(diǎn)：一是3月制造業(yè)PMI指數(shù)重回榮枯線上方,下游主要需求房地產(chǎn)、基建有望企穩(wěn)。二是全球量化寬松持續(xù),短期美聯(lián)儲(chǔ)加息壓力暫緩,中國(guó)經(jīng)濟(jì)有望企穩(wěn),短期人民幣貶值風(fēng)險(xiǎn)降低,市場(chǎng)風(fēng)險(xiǎn)偏好有望提升。三是國(guó)內(nèi)1-2月份10種有色金屬產(chǎn)量同比下滑4.3%,去年同期增長(zhǎng)6.8%,供給側(cè)收縮效果已然顯現(xiàn)。四是LME庫(kù)存持續(xù)下滑,上期所庫(kù)存上漲已有企穩(wěn)跡象,補(bǔ)庫(kù)存行情仍難以證偽?！拔覀冋J(rèn)為在經(jīng)歷了3月的調(diào)整之后,4月有色板塊有望迎來(lái)新的一輪反彈行情?！编u建軍表示。
