铜业股全线走强!印尼矿难冲击推升铜价,机构维持铜价看涨观点

老虎资讯综合
Sep 25, 2025

9月25日,港股铜业股盘初涨幅扩大,中国有色矿业涨超22%,江西铜业股份洛阳钼业涨超10%,五矿资源涨超6%,紫金矿业涨超5%;印尼矿难冲击推升铜价,机构维持铜价看涨观点。

国际铜价大幅上涨,伦敦金属交易所三个月期铜价一度上涨3.2%,至每吨10297.50美元,为4月10日以来最大盘中涨幅。美国矿业巨头Freeport McMoRan印尼子公司Grasberg矿山发生致命泥石流事故,这座全球第二大铜矿因事故暂停生产。Freeport预计最早要到2027年才能恢复事故前的生产水平,2026年铜金产量较此前预期下降约35%。中信期货指出,展望后市,美联储9月议息会议重启降息,宏观预期总体偏正面,叠加铜供应扰动频发,Grasberg铜矿停产影响较大,维持前期对铜价的看涨观点。

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