从去年年初开始,大宗商品就开启了轮番上涨模式,先是黑色系,钢铁得益于铁矿石、双焦等原材料价格增长而水涨船高,而且行业内去产能及严控新产能的力度加大,钢铁行业去年以来经济效益取得明显好转,行业扭亏为盈;再者是有色板块的爆发,铜、铝、铅、锌、镍、钴、锂、钛锆等许多品种价格进入快速上升周期甚至连创新高。不少业内人士判断大宗商品已进入牛市行情的初期阶段。从黑色系上涨原因来讲,无论是上游的铁矿石 Since the beginning of last year, commodities have embarked on a turn-by-turn model with black lines first. The steel industry has benefited from the increase of the prices of raw materials such as iron ore and bifocal. The industry has also stepped up efforts to reduce production capacity and strictly control new production capacity. The iron and steel industry has achieved remarkable improvement in economic returns since the beginning of last year, and the industry turned losses into profits. Moreover, the outbreak of non-ferrous plates led to the rapid rise of the prices of copper, aluminum, lead, zinc, nickel, cobalt, lithium, titanium zirconium and many other varieties. new highs. Many people in the industry to determine the bulk of commodities has entered the initial stage of the bull market. From the black department up reason, whether it is upstream of iron ore