中金：建议关注地缘冲突带来的有色金属供给侧结构性重估
36氪获悉，中金公司研报认为，展望后市，建议关注地缘冲突带来的有色金属供给侧结构性重估，包括电解铝产能实质性损伤、硫酸短缺和燃料短缺带来的采矿、冶炼和运输问题，或驱动铜、铝、锂等有色金属价格震荡走强。
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