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%,国际原油价格上涨也推动国内动力煤价格温和上涨。化工方面,在原料供应扰动和上游成本传导下,油化工相关如甲醇、顺丁橡胶和聚丙烯等价格涨幅明显。有色方面,随着全球滞胀风险增加,在美联储货币政策预期转向的担忧下,铜价震荡下行,而电解铝价格在供给风险溢价下环比上涨。黑色方面,或受季节性复工和原料补库需求的支撑,螺纹钢和线材价格止跌回稳,同比跌幅或有所收窄。建材方面,地产链相关投资预计仍偏弱,需求恢复或不

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