目录

金融危机与实体经济..........................................................................................................................5
国内经济与投资拉动..........................................................................................................................7
钢铁和有色金属的收储......................................................................................................................8
有色金属冶炼能力与硫酸..................................................................................................................9
按品种分析.........................................................................................................................................9
铅锌..............................................................................................................................................9
铜................................................................................................................................................12
锡................................................................................................................................................16
铝................................................................................................................................................17
钼................................................................................................................................................20
镍和不锈钢................................................................................................................................22
稀土与钨....................................................................................................................................27
黄金............................................................................................................................................31
钢铁............................................................................................................................................32
相对估值与投资策略........................................................................................................................34