行情回顾：上周有色指数下跌7.05%，跑输沪深300 指数3.53pct，各子板块均跌超5%，个股仅只有6 只上涨，其中西藏矿业、万邦德涨超5%，威华股份、三祥新材跌超20%。

1、一周行情回顾 ................................................................................................................. 3

1.1 子板块涨跌幅 ................................................................................................................ 3

1.2 个股涨跌幅 .................................................................................................................... 4

2、金属追踪 ......................................................................................................................... 4

2.1 基本金属&贵金属价格/库存 ........................................................................................ 4

2.2 新能源及其他金属价格 ................................................................................................ 5

3、宏观动态 ......................................................................................................................... 6

4、行业动态 ......................................................................................................................... 8

4.1 基本金属和贵金属 ........................................................................................................ 8

4.2 新能源金属动态 ............................................................................................................ 9

5、上市公司动态 ............................................................................................................... 10

6、投资建议 ....................................................................................................................... 13

7、风险提示 ....................................................................................................................... 13