节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：5/10
12月11日，智利铜业委员会（Cochilco）披露，2024年至2034年智利矿业投资预计达1045.49亿美元，较去年预测的2023-2033年约830亿美元投资额显著提升。该投资预测为2016年以来最高水平，其中涵盖全球最大铜矿——必和必拓Escondida铜矿的重大扩建计划。
智利是全球最大铜生产国及第二大锂生..上游资源对外依存度持续攀升、中游加工环节产能过剩、下游需求受高铜价抑制。这些挑战凸显了铜产业链优化与供应链安全的重要性，需行业各方协同应对以适应全球市场变局。
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