资本深一度|铜价创新高,暴涨行情里哪些上市公司在加速布局?

央广财经
3 hours ago

央广网北京9月16日消息(记者谢碧鹭)今年9月,全球铜市场迎来历史性时刻。LME铜盘中突破14800美元/吨,刷新历史新高,沪铜主力同步冲高至11万元/吨上方。一场由供需错配、政策预期、新兴需求共振催生的铜价大行情,正在重塑整个铜产业链的产业布局节奏。  从供给端看,2026上半年全球铜矿产量同比下滑。而在需求端层面,电网改造、新能源汽车、储能、AI算力液冷基础设施持续拉动铜消费。  但高铜价是...

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