金吾财讯 | 铜业股普跌，截至发稿，中国大冶有色金属(00661)跌7.49%，五矿资源(01208)跌7.89%，中国黄金国际(02099)跌6.56%，江西铜业股份(00358)跌5.76%，金浔资源(03636)跌3.80%，中国有色矿业(01258)跌3.22%。消息面上，建信期货发布研报称，1月国内精铜产量创历史新高，2月受天数影响环比回落，3月产量有望再度走高，冶炼厂集中检修压力或自4月起显现，短期供应端对价格仍构成压制。需求端正处淡旺季切换前夕，市场对传统旺季存有预期，但当前铜价处历史高位，现货持续贴水，月间价差走阔，高铜价对消费的制约或将延续。节后国内社会库存创5年新高，预计旺季去库力度恐不及预期。
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