格隆汇11月5日｜港股铜业股集体拉升反弹，其中，中国大冶有色金属涨约9%领衔，江西铜业涨3%，中国黄金国际、中国有色矿业涨1.3%。
消息上，据媒体援引知情人士消息，矿业巨头嘉能可正计划关闭其位于加拿大魁北克省的霍恩冶炼厂及其配套的加拿大铜精炼厂，原因是环保问题以及改造所需的巨额资金投入。嘉能可并未公开其加拿大铜金属产量，但业内估计，霍恩冶炼厂年产量超过30万吨，占美国进口铜来源约17%，因此此举将直接撼动北美铜供应链。
今年早些时候，因预期美国将对铜征收关税，交易商纷纷将大量铜运入美国市场，借助纽约商品交易所（Comex）铜价飙升获利。8月，特朗普最终决定不对大宗商品级别的铜征税，转而将关税目标对准铜加工增值产品，但仍保留了2027年起对原铜征税的可能性。
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