天风证券:铜矿供应增量再度不及预期 关注不断拓版图的矿企

智通财经网
Oct 31

智通财经APP获悉,天风证券发布研究报告称,2025年铜矿供应增量再度不及预期,全年增速较2024年继续下滑。预计2025年全球铜矿产量减量2.3万吨,yoy-0.12%。预计2025年全球铜矿产量减量2.3万吨,考虑极低干扰率2026年铜矿增量约41万吨(2%)。资源为王,关注在不断拓版图的矿企。我国铜矿企业版图延伸至非洲、南美洲等资源富集地区,在高成本和资源保护主义等压力下,通过并购、收购、...

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