铜行业周报:6月中国消费商电解铜库存创近6年同期新低

光大证券
13 Jul

本周小结:美国或提前加征铜关税,铜价短期震荡。截至2025 年7 月11 日,SHFE 铜收盘价78430 元/吨,环比7 月4 日-1.63%;LME 铜收盘价9663 美元/吨,环比7 月4 日-1.92%。(1)宏观:特朗普7 月10 日宣称自8 月1 日起对铜加征50%关税;自2025 年2 月以来的全球铜库存流向美国的套利行为或将终止。(2)供需:矿端、废铜后续仍维持紧张;需求端,线缆...

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