金吾财讯 | 铜业股全线走低，江西铜业股份(00358)跌4.67%，中国金属利用(01636)跌4.41%，五矿资源(01208)跌4.01%，中国黄金国际(02099)跌3.20%，中国大冶有色金属(00661)跌2.86%。东吴证券表示，截至3月27日，伦铜报收12,141美元/吨，周环比上涨2.59%；沪铜报收95,930元/吨，周环比上涨1.26%。供给端，截至3月27日，本周，进口铜矿TC下跌至-64美元/吨，国内矿源紧缺加剧，叠加3月底开始国内冶炼厂检修情况开始增加，以及铜价下行后前期高价废铜难以流入市场，货源有望持续偏紧；需求方面，铜价维持低位，下游补库较为充分，国内社库大幅下降14.86%至51.95万吨，叠加美伊传出和谈信号，铜价于本周实现超跌反弹。尽管基于国内冶炼厂检修导致沪铜库存下行，但LME仍在累库，海外高库存对铜价上行存在压力，该机构预计铜价短期维持震荡走势，关注旺季需求落地情况以及能源价格后续走势。
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