洛阳钼业:铜价波动,需求增长前景复杂

和讯网
10 Apr

【金属及新能源材料板块铜市分析】铜日内观点为71000-73000区间波动,中期观点在66000-90000区间波动。参考策略为用铜企业逢低买入保值操作思路,铜价止跌后考虑做空基差套利策略。核心逻辑方面,宏观上,美国对华征收关税超100%,中国反制上调美国商品进口关税至84%,关税战发酵影响金融市场稳定性。供给上,印尼政府提高铜矿企业特许使用费规定4月第二周执行。洛阳钼业2025年一季度铜产量同比...

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