12 月21 日，工信部等三部委联合印发《“十四五”原材料工业发展规划》，《规划》提出粗钢、水泥等重点原材料大宗产品产能只减不增，要求降低钢铁、有色金属、建材等行业的能耗、碳排放，我们认为《规划》将有助于推动行业供给结构优化。

大宗商品板块价格和库存双周概览 ............................................................................................................................... 4
大宗商品下游宏观指标概览 .......................................................................................................................................... 7
大宗商品板块高频数据概览 .......................................................................................................................................... 8
煤炭 ....................................................................................................................................................................... 8
有色 ...................................................................................................................................................................... 11
钢铁 ..................................................................................................................................................................... 14
水泥 ..................................................................................................................................................................... 16