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2003年以来全球资源性产品价格的上涨行情至目前为止已演变为十年甚至是百年一遇的商品大牛市,由于资源的有限性,全球资源性产品价格的重新定位已不可避免。目前国内有色金属上市公司整体上已不存在估值问题,由于2006年行业景气度仍有一定提升空间,由此我们继续对有色金属行业给予“买入”的评级,建议重点关注铅锌、黄金行业中的资源企业以及铜、铝和锡行业中的优势企业。
Since 2003, the global market for resource-based products has risen so far into a bull market that has evolved into a decade or even once in a century. Due to limited resources, the repositioning of global resource-based products is inevitable. At present, there is no valuation problem for the domestic non-ferrous metals listed companies as a whole. Due to the fact that there is still room for improvement in the industry sentiment in 2006, we will continue to give a “buy” rating to the non-ferrous metals industry. We suggest focusing on lead, zinc, gold Resources companies in the industry and the dominant companies in the copper, aluminum and tin industries.