金吾财讯 | 铜业股受压，金浔资源(03636)跌6.12%，兴业合金(00505)跌3.19%，星凯控股(01166)跌3.13%，五矿资源(01208)跌2.76%，中国大冶有色金属(00661)跌2.34%。
国金证券发布有色金属周报，其中提到，冶炼端，据SMM，铜价高位回落，不少再生铜杆企业或废产阳极板企业并不急于采购，等待铜价企稳后，才报价采购，而再生铜原料贸易商只能不断下调价格，午后铜价企稳略微回升，日内再生铜原料市场成交情况尚可。消费端，据SMM，上周SMM铜线缆企业开工率67%，环比下降2.43个百分点。上周铜价高位震荡运行，抑制下游采购积极性线缆企业新增订单整体走弱。电网端整体下单量偏少，需求释放乏力；通讯领域订单相对稳健，提供部分需求支撑。展望下周国内主要铜线缆开工情况，由于后续新增订单承接乏力，叠加铜价高位运行拖累下游采购情绪，因此下周开工将延续下降态势。
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