<p><br/></p><p>目录</p><p>金融危机与实体经济..........................................................................................................................5<br/>国内经济与投资拉动..........................................................................................................................7<br/>钢铁和有色金属的收储......................................................................................................................8<br/>有色金属冶炼能力与硫酸..................................................................................................................9<br/>按品种分析.........................................................................................................................................9<br/>铅锌..............................................................................................................................................9<br/>铜................................................................................................................................................12<br/>锡................................................................................................................................................16<br/>铝................................................................................................................................................17<br/>钼................................................................................................................................................20<br/>镍和不锈钢................................................................................................................................22<br/>稀土与钨....................................................................................................................................27<br/>黄金............................................................................................................................................31<br/>钢铁............................................................................................................................................32<br/>相对估值与投资策略........................................................................................................................34</p>