瑞银2026年1月22日发布的《Commodities Copper 101》研报,直指铜市场供需失衡的核心矛盾——能源转型驱动需求激增,而供应增长近乎停滞,2026年起全球铜市场将进入持续性短缺,这一趋势比想象中更猛烈。铜被称为“铜博士”,是全球经济的晴雨表,其高导电、耐腐蚀的特性使其成为电力、建筑、交通领域的刚需材料。2025年全球精炼铜产量约2800万吨,其中原矿供应2300万吨、二次供应...
Source Link瑞银2026年1月22日发布的《Commodities Copper 101》研报,直指铜市场供需失衡的核心矛盾——能源转型驱动需求激增,而供应增长近乎停滞,2026年起全球铜市场将进入持续性短缺,这一趋势比想象中更猛烈。铜被称为“铜博士”,是全球经济的晴雨表,其高导电、耐腐蚀的特性使其成为电力、建筑、交通领域的刚需材料。2025年全球精炼铜产量约2800万吨,其中原矿供应2300万吨、二次供应...
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