金吾财讯 | 铜业股整体上行，截至发稿，洛阳钼业（03993）涨1.34%，江西铜业股份（00358）涨1.28%，紫金矿业（02899）涨1.14%。消息面上，申万宏源研究称，铜矿领域，大矿复产进度低于预期，预计26年全球矿端几乎没有增量，关税预期驱动COMEX库存持续累积，供需偏紧看好铜价。德意志银行亦警告，全球可自由流通的铜库存已降至前所未有的低位。美国持续囤积库存，正在压缩其他市场能够获得的现货供应，并可能把铜市场推向一场“历史性争夺”。该行金属研究主管丹尼尔·加利上周表示，当前铜市场正面临“有记录以来最严重的铜短缺”。在该行极端情景下，铜价到2027年第二季度可能升至每吨22050美元。
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