有色矿业今日拉升，矿业ETF均收涨超2%

每日经济新闻2025-07-11

今日矿业ETF（561330）、有色60ETF（159881）均收涨超2%。东兴证券表示，本次反内卷政策旨在防止行业同质化恶性竞争且强调破除地方保护，利用市场机制及行业自律机制优化升级产能，并实现行业高端化及绿色化转型。从库存观察，钢铁库存已出现持续性去化且呈现被动式调整特征。从盈利能力观察，2021-2024年间，受房地产市场下行影响，行业ROE和ROA已再度降至历史低位。考虑到“反内卷”政策...

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