节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：6/10
南方铜业首席财务官鲁伊桑切斯周三在与投资者的电话会议上表示，公司预计2026-2027年铜产量将下降，因秘鲁主要矿山矿石品位降低。公司预计2026年铜产量为91.14万吨，2027年略高于90万吨，均低于2025年实际产量95.427万吨，秘鲁托克帕拉矿和库阿霍内矿矿石品位降低为主要影响因素。同时，该公司在墨西哥布埃纳维斯塔矿发现品位极佳的锌银矿藏，将...
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