中信证券：上半年金属行业盈利增速进一步抬升板块有望延续强势运行

智通财经2025-09-13

智通财经APP获悉，中信证券发布研报称，2025年上半年，金属板块盈利增速进一步抬升，板块保持强势运行。细分板块中，稀土和钨、镍钴锡锑和铜表现优异。金属板块分红和基金持仓也处于上升态势。板块持续上涨带动估值水平升至2022年以来高位，但距离2021年高点仍有空间，细分品种铝、锂、镍钴锡锑低估值优势突出。展望后市，该行看好金价在降息开启后再创新高，铜价有望受益于强劲的基本面继续上行。供应扰动催化...

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中信证券：上半年金属行业盈利增速进一步抬升 板块有望延续强势运行

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中信证券：上半年金属行业盈利增速进一步抬升板块有望延续强势运行