9月3日，港股有色金属股集体上涨，其中，中国大冶有色金属大涨超10%领衔，金浔资源涨超6%，五矿资源涨5.6%，中国有色矿业涨4%，江西铜业股份、中国黄金国际涨3%。
消息面上，铜价持续高位运行与基本面支撑共振。沪铜主力合约当前在108,390元/吨附近运行，LME铜价也维持在14,236.5美元/吨的高位区间。Codelco计划将2026年面向欧洲市场的铜附加费上调至345美元/吨，创下历史新高，反映出市场对明年铜供应的普遍忧虑。
国内精炼铜产量继续上升，电网投资、新能源汽车、储能+光伏、风电以及AI数据中心等领域仍在持续增加用铜需求。此外，铜价有所回调后，下游采购意愿有所改善。机构判断，铜产业的核心多头逻辑并未被破坏，中期上行趋势有望延续，后续铜价仍有望再度冲击110,000元/吨关口并挑战历史高位。
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