2010年基本金属上涨趋势会继续。铜仍是明星品种,铜价很可能创新高,国内铜消费将保持稳定增长,而发达国家复苏状况影响边际需求增长,铜精矿供应依然会是瓶颈;锌将随大势并具弹性,国内锌原料需求进口依赖程度提高,锌价格弹性更大。 2010 basic metal upward trend will continue. Copper is still a star species, copper prices are likely to record high, domestic copper consumption will maintain steady growth, while the recovery of developed countries affect marginal demand growth, supply of copper concentrate will still be a bottleneck; zinc will be flexible with the general trend, the domestic zinc raw materials Import demand increased dependence, zinc price elasticity greater.