铜价高位运行,铜矿股大涨,中国大冶有色金属再度大涨超9%

格隆汇
Aug 17

8月17日,港股铜矿股再度走俏,尤其是中国大冶有色金属继续大涨超9%,两日累计升幅高达25%,五矿资源涨8%,中国黄金国际涨4.6%,江西铜业股份涨近4%,中国有色矿业金浔资源涨超3%。

消息面上,近期沪铜价格突破108000元/吨,接近年内高点,LME铜价也维持在14000美元/吨上方。供给端方面,矿端扰动持续——智利国家铜业下调全年产量预期,铜精矿现货TC已跌至-175美元/吨以下,冶炼厂面临"矿冷双缺"的原料困境。需求端则有"金九银十"旺季预期和新能源、AI数据中心用铜需求托底。

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