电力投资热潮推高铜价,矿山产能瓶颈待解

财经杂志
Oct 31

经历多年的资本开支紧缩,大型矿企正调整业务重心,瞄准开发新兴战略矿产文|《财经》研究员马铭泽编辑|黄凯茜伴随着全球电力相关行业投资加速,大宗商品市场对铜的战略价值与中长期供需前景愈发关注。从电动汽车、可再生能源与储能电站到输配电网络,再到人工智能(AI)算力基础设施,铜几乎贯穿当前能源转型和智能化热潮里的每个关键环节。业界普遍预计,这一趋势将在未来持续推动全球铜需求增长。在此背景下,伦敦金属交易所...

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