2025 年 10 月,全球铜精矿市场在供应边际改善与需求阶段性调整中呈现博弈态势,TC 加工费持续低位震荡,库存维持历史偏低水平,市场核心矛盾从供应短缺逐步转向结构失衡。进入 11 月,随着海外矿山复产节奏加快、国内冶炼检修逐步收尾,供需格局将迎来新一轮重构。一、10 月铜精矿市场核心格局(一)全球供应:主流与非主流协同增长全球铜精矿供应呈现 “双轮驱动” 态势。10 月全球铜精矿海运发运量达 ...
Source Link2025 年 10 月,全球铜精矿市场在供应边际改善与需求阶段性调整中呈现博弈态势,TC 加工费持续低位震荡,库存维持历史偏低水平,市场核心矛盾从供应短缺逐步转向结构失衡。进入 11 月,随着海外矿山复产节奏加快、国内冶炼检修逐步收尾,供需格局将迎来新一轮重构。一、10 月铜精矿市场核心格局(一)全球供应:主流与非主流协同增长全球铜精矿供应呈现 “双轮驱动” 态势。10 月全球铜精矿海运发运量达 ...
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