高盛发表研报指,随着国内需求加速回升或企稳,以及供应有规律地恢复,将支持企业产品定价及利润率回升,相信今年大多数中国大宗商品表现会较去年改善。该行估计2025年中国大宗商品需求将普遍下跌3.5%至上升3%,对比2024年为下跌10.2%至上升4.4%,情况有明显改善。当中工业金属如铜和铝等,预期可受惠于政策支持电动汽车、家电、消费电子产品需求增长,以及可再生能源和电网稳健的发展。 该行又指,...
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