铜价还要暴涨?杰富瑞研报看多:建议配置一篮子铜矿企业股票,洛阳钼业与紫金矿业是中国市场核心标的

智通财经
Dec 25, 2025

在全球新能源转型与工业复苏的双重驱动下,铜作为“工业金属之王”的战略地位愈发凸显。杰富瑞最新发布的行业研究报告显示,铜市正迎来供应受限与需求增长的共振,中长期上涨逻辑逐步清晰。基于供需紧平衡的核心逻辑,杰富瑞建议投资者配置一篮子铜矿企业股票,其中,中国市场的核心标的是洛阳钼业与紫金矿业。01三季度铜产量“亮红灯”2025年三季度全球铜开采行业迎来阶段性下滑。杰富瑞跟踪了覆盖全球70%铜矿供应的核心...

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