节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：10/10
伦敦1月6日消息，周二伦敦金属交易所（LME）三个月期铜再次创下历史新高，矿山生产中断引发供应短缺担忧是主因。截至格林威治标准时间1700，期铜上涨1.47%至每吨13236美元，盘中触及13390美元历史高点。2025年期铜累计上涨41.95%，为2009年以来最大年度涨幅，支撑因素包括主要矿山停产、美国进口激增及人工智能相关应用前景向好。
供应端扰动持续加剧市场担忧。智利北部Capstone Copper旗下曼托维德金铜矿罢工，该矿年产铜2.9万至3.2万吨；铜陵有色宣布厄瓜多尔矿山二期工程启动推迟。瑞银分析师报告预测，2026年铜缺口将达30万至40万吨，2027年缺口增至50万吨。LME注册仓库铜库存降至142550吨，为去年11月18日以来最低，进一步...
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