智通财经APP获悉，铜业股继续走高，截至发稿，中国有色矿业(01258)涨5.79%，报15.53港元；五矿资源(01208)涨4.35%，报10.56港元；洛阳钼业(03993)涨2.98%，报20.74港元；江西铜业股份(00358)涨2.52%，报40.7港元。
消息面上，秘鲁能源危机法案于5月11日生效，该方案核心是优先民生用电、工业/矿山用电优先级最低，虽然暂时未对矿业开发产生影响，但秘鲁作为全球第二大产铜国家，供应端扰动的担忧情绪不减。LME伦铜向上突破14000美元/吨，接近历史最高水平。
中信证券指出，随着自由港再度推迟印尼项目复产进度并全面下调2026-27年产量指引，全球主要铜矿企业2026年产量预期已正式陷入下滑，且后续极端天气的潜在影响或带来供给扰动的扩大化。预计近期国内超预期去库所彰显坚实的供需逻辑以及宏观压制减弱将促使2Q26铜价站稳13000美元/吨，而供需预期差下铜价有望冲击前高。
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