铝板带材行业建议关注技术水平较高，正在积极拓展汽车薄板和航空厚板的南山铝业，同时关注具备成本优势且正在布局汽车薄板的明泰铝业；铝挤压材行业建议关注向轨道交通方向不断拓展的明泰铝业和利源精制，同时建议关注业绩较好的亚太科技。

内容摘要：9月，十种有色金属冶炼产品产量增速较上年同期明显下降，但较上月增速有所回升；采矿业及冶炼业投资继续下滑；有色金属国际市场需求不足，进出口环比均有所下滑；铝、铅、锌等产品市场价格回升，铜价格下跌；随着近期国内市场的相对回暖、供给侧改革的推动，冶炼及采矿业利润增速继续呈回升态势。

The global aluminum market for the building and construction sector is expected to grow at a CAGR of 6.1% during 2016-2020. The market is driven by the rapid industrialization in developing countries, leading to an increase in investments in building and construction. The global urban population is set to rise by more than 70% by 2050, and the global construction market is expected to reach $12 trillion by 2020.

Aluminum foils are flat-rolled products (FRP) that are used for their flexibility, durability, and sustainability in applications such as consumer packaging, pharmaceutical packaging, and industrial (non-packaging) use. Aluminum foils are 100% recyclable and do not emit hazardous gasses during processing.

在已经披露 2016 年三季报的 97 家有色行业公司中，有 36 家公司第三季度单季同比上涨，其中 26 家涨幅超过 30%，业绩提升显著。天齐锂业和赣锋锂业受益于新能源汽车行业的高速发展，2016 年第三季度单季和前三季度净利润增长均十分亮眼；贵金属价格上涨也提高了黄金、白银矿业公司业绩，湖南黄金第三季度单季净利润增长 968.01%，前三季度业绩增长 386.82%。