行业研究周报:Grasberg影响铜矿定量,强化矿紧逻辑丨天风金属材料刘奕町团队

町说金属与新材料
Sep 28

摘要基本金属:铜价突破领涨有色,铝市成本下移静待需求改善。1)铜:本周铜价震荡上行,沪铜收于81890元/吨。本周国内沪铜盘面价格前期呈震荡盘整走势,并于9月24日夜盘大幅跳涨,Freeport更新Grasberg最新进展与影响预期成为伦铜大幅上涨的导火索,9月24日晚间LME金属期货全线上涨,伦铜攀升创下自去年5月底以来最高位,沪铜主力合约价格触及82980元/吨,涨幅超过3%,从当前盘面表现...

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