节点：下游（终端消费/应用）位置：下游情绪：利空参考度：7/10
smmnn12月10日消息，受供应显著短缺预警影响，铜价再度回升，向历史纪录水平靠拢。此次短缺预警源于矿山产量难以跟上需求增速。伦敦金属交易所（LME）铜价盘中一度上涨1.6%至每吨11666美元，扭转前一交易日下跌态势；该品种周一刚创历史新高后回落。作为电气化与能源转型关键金属，铜今年在LME涨幅已超30%，矿山停产事件收紧供应，同时市场预期美国因关税担忧明年铜进口激增，将进一步加剧供应短缺。
尽管近期中国铜需求有所放缓，且周三公布数据显示中国工业生产者价格指数连续38个月下滑，制造业出现新承压信号，但铜价仍实现上涨。随着可再生能源、电动汽车及数据...
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