节点：下游（终端消费/应用）位置：下游情绪：利空参考度：10/10
铜价飙升掩盖智利矿山困境
铜价飙升提振了智利出口额，尽管该国矿山产量有所下滑。智利央行数据显示，1月份铜出口额达45.5亿美元，较上年同期增长7.9%。不过，同期铜价涨幅达34%，价格上涨掩盖了实物产量的下滑。智利铜产量占全球约四分之一，因此持续的产量下滑对全球供应影响重大。2025年智利已连续五个月录得年度产量下滑，而1月份全球铜价更是创下历史新高。
铜价飙升与智利矿山运营困境形成鲜明反差。多个项目未能按计划进入高品位矿石区域，导致平均铜品位持续下降。Capstone Copper旗...
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