节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
smmnn12月23日消息，年内铜价飙升逾30%并创历史新高，驱动美国多地铜缆盗窃案件频发，演变为严重公共安全危机。该犯罪浪潮对电力、通信等关键基础设施造成系统性破坏，导致社区照明失灵、交通信号中断、911紧急呼叫服务受阻，最终高昂的维修成本通过公用事业账单转嫁给终端消费者。
洛杉矶成为危机重灾区。2022年开放、耗资2.5亿美元的第六街大桥，其7英里景观照明铜缆遭窃贼洗劫一空，地标至今漆黑，修复损失达250万美元。窃贼作案手法大胆且频繁，包括爬车顶剪电话线、光天化日撬检修井盗缆、挖地道入侵AT&T等运营商设施，警方形容其破坏力堪比“国内恐怖主义”。
2024年6月至2025年6月，全美针对通信网络的破坏性攻击超1.5万起，铜缆盗窃为主因，影响超950万用户...
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