广发证券：中国小金属占比全球领先重视繁荣周期下未来资产

智通财经2025-05-09

智通财经APP获悉，广发证券发布研报称，重视繁荣周期下的未来资产。钼：供稳需强，能源转型、国防军工及未来产业有望建立长需求周期;钨：供紧需强趋势下，价格中枢有望长期上行;锑：全球供应趋紧且面临重构，能源转型拉升需求;钴：刚果(金)限钴出口，有望快速提振钴价，钴价长期下行趋势有望反转。广发证券主要观点如下：小金属未来关键资源，中国钨、铋、镓、锗、锑、钼等小金属产量占比全球领先。小金属广泛应用于...

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广发证券：中国小金属占比全球领先 重视繁荣周期下未来资产

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广发证券：中国小金属占比全球领先重视繁荣周期下未来资产