根据最新市场数据，当前铜市场呈现出多重显著变化。一方面，铜冶炼加工费持续走低，再度刷新低位纪录；另一方面，国内铜的社会库存不断下降。在此背景下，沪铜主连价格已强势反弹，攀升至10万元/吨。第一财经“壹评级”认为，随着海外能源危机持续发酵，铜下游如铜箔、电力设备等需求强劲，叠加空调排产数据出现回暖，均为铜价提供了坚实支撑。 “壹评级”指出，行业龙头公司紫金矿业当前股价已充分消化市场此前的悲观预期...
Source Link根据最新市场数据，当前铜市场呈现出多重显著变化。一方面，铜冶炼加工费持续走低，再度刷新低位纪录；另一方面，国内铜的社会库存不断下降。在此背景下，沪铜主连价格已强势反弹，攀升至10万元/吨。第一财经“壹评级”认为，随着海外能源危机持续发酵，铜下游如铜箔、电力设备等需求强劲，叠加空调排产数据出现回暖，均为铜价提供了坚实支撑。 “壹评级”指出，行业龙头公司紫金矿业当前股价已充分消化市场此前的悲观预期...
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