工业金属：短期宏观情绪扰动导致商品价格波动放大，铜行业供给扰动增加，Teck下调年产指引。铜行业方面，截止2025年7月25日纽铜与伦铜、沪铜价差均为30%，产业持续关注美国铜进口关税落地情况。此外，近期供给扰动增多，包括全球头部铜企泰克资源下调QuebradaBlanca矿山产量，由此前23-27万吨产量目标下调为21-23万吨，公司2025年铜产量指引由49-56.5万吨调整为47-52.5...
Source Link工业金属：短期宏观情绪扰动导致商品价格波动放大，铜行业供给扰动增加，Teck下调年产指引。铜行业方面，截止2025年7月25日纽铜与伦铜、沪铜价差均为30%，产业持续关注美国铜进口关税落地情况。此外，近期供给扰动增多，包括全球头部铜企泰克资源下调QuebradaBlanca矿山产量，由此前23-27万吨产量目标下调为21-23万吨，公司2025年铜产量指引由49-56.5万吨调整为47-52.5...
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