9月10日，力拓盘前下跌3.22%，报100.4美元/股。同行业必和必拓跌3.32%、泰克资源跌5.46%，多种金属与采矿板块整体承压。
消息面上，据多家媒体报道，中国矿产资源集团已向部分钢厂发出指令，要求暂停采购力拓旗舰产品皮尔巴拉混合矿，中澳铁矿石长协谈判进入关键博弈阶段。铁矿石业务仍是力拓盈利支柱，上半年该板块EBITDA达68亿美元，占集团最大份额，中方施压举措对市场情绪构成直接冲击。
与此同时，白宫精炼铜关税计划因可负担性担忧陷入停滞，官员正权衡铜价上涨推高制造业成本的风险。此前市场持续押注关税落地推动铜价创历史新高，政策不确定性加剧令铜矿业板块短期承压。
（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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