【投资要点】铜：TC 陡降，铜精矿紧缺程度提升。当周（2/27-3/6）LME 铜/SHFE铜收于12808、101050（美）元/吨，周环比-4.7%/-2.8%。当周进口铜精矿TC 为-56.0 美元/干吨，周环比-5.5 美元/干吨，加工费出现陡降，凸显铜矿现货供应紧张。据新华网，政府工作报告提出，2026 年发展主要预期目标是：经济增长4.5%-5%，在实际工作中努力争取更好结果，我们认为...
Source Link【投资要点】铜：TC 陡降，铜精矿紧缺程度提升。当周（2/27-3/6）LME 铜/SHFE铜收于12808、101050（美）元/吨，周环比-4.7%/-2.8%。当周进口铜精矿TC 为-56.0 美元/干吨，周环比-5.5 美元/干吨，加工费出现陡降，凸显铜矿现货供应紧张。据新华网，政府工作报告提出，2026 年发展主要预期目标是：经济增长4.5%-5%，在实际工作中努力争取更好结果，我们认为...
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