异动解读|南方铜业盘前上涨3.27%,铜板块集体走强叠加全球铜矿供应扰动持续

行情直击
Jun 15

6月15日,南方铜业盘前上涨3.27%,报195.35美元/股,成交额12.14万美元,铜板块集体走强。

消息面上,全球铜矿供应端扰动持续强化:秘鲁因能源危机发布紧急法令,主要铜矿山产能因电力配给每月削减约2万吨;印尼Grasberg矿全面复产推迟至2028年初,预计导致铜矿供应减少超10万吨。高盛此前下调全球铜矿供应增长预期35万吨,机构指出供需偏紧矛盾未变。同板块个股同步走强,麦克莫兰铜金涨3.58%,Ero Copper涨3.36%,Taseko Mines涨3.33%。

南方铜业公司于1952年在特拉华州注册成立,自1960年以来一直从事铜矿开采业务。该公司是世界上最大的综合铜生产商之一,主要生产包括铜、钼、锌和银。所有采矿、冶炼和精炼设施都位于秘鲁和墨西哥,并在阿根廷、智利和厄瓜多尔开展勘探活动。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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