5月29日，南方铜业盘中上涨3.02%，报193.275美元/股，成交额6821.77万美元，延续近期反弹走势。铜板块整体走强，同行Ero Copper涨5.57%，Taseko Mines涨3.73%，麦克莫兰铜金涨1.78%。
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矿全面复产时间推迟至2028年初，预计导致铜矿供应减少超10万吨。机构指出供需偏紧矛盾未变，继续看好铜价上行。南方铜业此前因一季度创纪录业绩大涨至近195美元后回调，当前已进入技术性修复通道。
（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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