金吾财讯 | 铜业股全线扬升，截至发稿，万国黄金集团(03939)涨5.49%，中国有色矿业(01258)涨3.94%，五矿资源(01208)涨3.10%，洛阳钼业(03993)涨2.72%，江西铜业股份(00358)涨2.11%，紫金矿业(02899)涨2.02%，中国黄金国际(02099)涨1.75%。消息面上，中信建投研究表示，LME铜价已悄然再度尝试站上14000美元/吨高位，主因供应端再次出现驱动：包括KK、Grasberg、米拉多等铜矿主体的产量指引下调；秘鲁颁布能源与燃油供应链救助法令，令市场担忧能源短缺影响这一重要的铜矿产地的生产中断；海峡封闭时间越长，刚果金、智利等地的湿法铜产出亦会受到威胁。基于供应扰动的压力不断增强，而AI浪潮下的铜消费可圈可点，铜价逆势而上尝试新高。作为资源品，供应受限的逻辑没变，石油危机再度袭来，新能源有望加速替代化石能源，催生比预期更多的需求。
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