异动解读 | 铜价大涨推动江西铜业股份盘中飙升9.19%,印尼铜矿事故引发供应担忧

异动解读
Sep 25

江西铜业股份(00358)今日盘中大涨9.19%,引发市场广泛关注。截至上午9时33分,该股报价26.9港元。

消息面上,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,创下4月10日以来最大盘中涨幅。推动铜价上涨的主要原因是全球第二大铜矿——印尼Grasberg矿山发生致命泥石流事故,导致该矿暂停生产。

据悉,这起事故造成两名员工死亡、五名失踪。美国矿业巨头Freeport McMoRan已宣布遭遇不可抗力,并下调了本季度铜、金产量预期。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%。分析人士指出,这一事件将进一步加剧全球铜供应紧张局面。中信期货维持对铜价的看涨观点,认为美联储9月议息会议重启降息预期,加上铜供应扰动频发,将继续支撑铜价。

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