摘要短期来看,国内下游对高价的接受度及精废价差走扩带动的废铜增量或将成为制约铜价上涨节奏及空间的重要因素,但若宏观未有预期转向、供应端未能出现显著缓解等利空因素的前提下,铜价年内或将再度突破前高。关注点一原料扰动加剧点评铜矿突发事故频繁,主要集中于地下矿山,全年减量超预期,仅重大矿山事件便贡献减量超40万吨,铜矿干扰率逐年攀升;智利8月铜产量为42.4万吨,同比下滑9.9%,为近两年来最大跌幅,...
Source Link摘要短期来看,国内下游对高价的接受度及精废价差走扩带动的废铜增量或将成为制约铜价上涨节奏及空间的重要因素,但若宏观未有预期转向、供应端未能出现显著缓解等利空因素的前提下,铜价年内或将再度突破前高。关注点一原料扰动加剧点评铜矿突发事故频繁,主要集中于地下矿山,全年减量超预期,仅重大矿山事件便贡献减量超40万吨,铜矿干扰率逐年攀升;智利8月铜产量为42.4万吨,同比下滑9.9%,为近两年来最大跌幅,...
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