行情回顾：上周有色指数下跌0.62%,跑赢沪深300 指数0.91pct；各子版块多数下跌，其中锂涨1.3%、金涨0.6，铅锌、钨、稀土及磁性材料板块跌幅超2.9%；个股有24 只上涨，3 只停牌，82 只下跌，其中*ST 金贵涨超10%，西部超导跌超10%。

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 ................................................................................................................. 9

6、投资建议 ....................................................................................................................... 11

7、风险提示 ....................................................................................................................... 11