为强周期性品种的有色金属行业，业绩对于经济景气度的反应一向是最为敏锐的。从已公布三季报的6家有色公司，以及18家业绩预警公司的情况，可以窥探出行业三季度的概况。
其中，铝、铅、锌等行业三季度几乎全部大幅下滑。铜行业中，云南铜业三季度单季巨亏3亿，但其他铜业公司业绩较为平稳。18家业绩预警的公司包括中国铝业、厦门钨业、西部矿业和广晟有色等，而贵金属和小金属则是业绩保持较为稳定的行业。
6家公司三季报喜忧参半
截至昨日，有色金属行业共有6家公司公布了三季报，有3家业绩下滑，3家业绩平稳增长。其中发布首份三季报的鲁丰股份虽同比下滑63%，但环比来看业绩扭亏为盈，并预计全年净利增长70%以上，给行业三季报开了一个好头。
云铝股份、云南铜业和西部矿业发布的三季报都不尽如人意，云铝股份首亏、西部矿业下滑87%、云南铜业单季巨亏3亿，这些都让市场对于有色金属行业整个三季报不太看好。
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