在全球经济复苏与能源转型的双重推动下,铜作为关键的工业金属和绿色金属,其供需格局一直备受市场关注。近日,五矿证券发布了一份针对全球24家主要铜矿企业的半年报梳理报告,系统分析了2025年上半年铜矿产量、成本、现金流及未来供给趋势。报告指出,2025年下半年全球铜矿供给将进一步收紧,行业整体呈现“供给紧、成本降、中资强”的特征。一、2025H1铜矿供给:增速放缓,中资企业表现突出2025年上半年,...
Source Link在全球经济复苏与能源转型的双重推动下,铜作为关键的工业金属和绿色金属,其供需格局一直备受市场关注。近日,五矿证券发布了一份针对全球24家主要铜矿企业的半年报梳理报告,系统分析了2025年上半年铜矿产量、成本、现金流及未来供给趋势。报告指出,2025年下半年全球铜矿供给将进一步收紧,行业整体呈现“供给紧、成本降、中资强”的特征。一、2025H1铜矿供给:增速放缓,中资企业表现突出2025年上半年,...
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