智通财经APP获悉，铜业股集体走高，截至发稿，江西铜业股份(00358)涨4.99%，报38.3港元；洛阳钼业(03993)涨3.06%，报18.2港元；中国有色矿业(01258)涨2.89%，报13.55港元；紫金矿业(02899)涨2.77%，报36.34港元。
消息面上，4月23日，全球最大上市铜生产商自由港麦克莫兰宣布，其位于印尼的格拉斯伯格铜矿复产进度显著慢于预期，下半年仅能恢复约65%产能，全年铜产量指引从11亿磅下调至8亿磅，对应减少约13.6万吨。
中银证券分析指出，此次下修并非短期扰动，而是源于停产数月后井下湿矿占比明显上升导致的输送系统改造需求，2号、3号生产区短期内只能运行在约60%产能，这一瓶颈要到2027年中才能大体解决，对供给的影响具有持续性。在供给持续扰动的背景下，铜价大幅下跌的空间有限，预计维持震荡偏强格局。
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