智通财经APP获悉，铜业股早盘回暖，截至发稿，五矿资源(01208)涨7.69%，报2.94港元；中国有色矿业(01258)涨5.23%，报5.83港元；江西铜业股份(00358)涨4.89%，报13.74港元；紫金矿业(02899)涨2.65%，报17.02港元。
中泰证券表示，旺季接近尾声，市场等待更多增量逆周期政策出台，除电解铝因成本支撑外，其余商品价格整体走弱，在长期供需格局重塑背景下，大宗金属价格进一步下行的空间有限，随着国内外政策同步转向，行业有望迎来景气上行周期。
招商证券指出，截至10月24日周四，SMM全国铜社会库存较上周四去库0.96万吨至21.96万吨。铜价回调不大，对现货消费刺激有限。进口铜近期估计到货量较多，预计铜库存比较难明显下降，国内铜消费再度表现出来旺季不旺。LME库存下降0.8万吨，COMEX库存增加0.7万吨。本周SMM铜线缆企业开工率为76.56%，环比下降0.37个百分点，9月中旬以来持续下降。进入明年铜精矿长单谈判期，明年铜精矿供应紧张明确。宏观情绪转暖，预计对铜价有较强支撑。
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