节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
铜价延续了12月的强劲涨势，因市场担忧2026年全球供应将趋紧，这种工业金属的价格已创下每吨12000美元以上的历史新高。今年一系列大型矿山停产，加上美国进口关税的威胁，促使交易商向美国大量输送铜，以提前应对潜在征税。因此，铜价今年已上涨近40%，有望创下2009年以来最大年度涨幅。
周三，伦敦金属交易所铜价一度上涨1.8%，至每吨12282美元的历史新高，最终收涨0.8%，报每吨12162.50美元。国投安信期货首席有色金属分析师肖静表示：“供应中断、全球流动性预期及相对稳定的宏观经济增长等因素，加速了年末铜价的飙升。”
市场长期担忧的供应风险今年成为现实。印尼全球第二大铜矿发..导致其他地区供应趋紧。
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