金吾财讯 | 铜业股盘前延续升势，必和必拓(BHP)涨4.33%，力拓(RIO)涨3.75%，麦克莫兰铜金(FCX)涨2.83%，南方铜业(SCCO)涨2.33%。当地时间7月8日，美国总统特朗普表示，将对所有进口到美国的铜征收50%的新关税，自2025年8月1日起生效。BMI研究公司表示，受新项目和矿山扩建、以及铜价创下新高的推动，全球铜矿产量预计将在未来几年持续增长。BMI预计，全球铜产量将在2025年至2034年间平均每年增长2.9%，到2034年将达到3090万吨，而2025年的产量为2380万吨。受特朗普对铜征收50%税率的影响，本周铜价飙升至历史新高。BMI表示：“我们现在预计全球铜矿产量将在2025年增长，得益于智利生产的恢复以及蒙古奥尤陶勒盖矿山的持续扩产，而秘鲁、俄罗斯和赞比亚也将继续成为主要产铜国。”
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