节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：9/10
全球铜冶炼活动1月大幅下滑，创近十年最低水平。Earth-i旗下SAVANT全球铜冶炼指数的卫星数据显示，14.3%的冶炼产能处于闲置状态，该闲置率较三年均值高出6.8个百分点，预示供应端面临显著压力。
下滑态势并非全球同步。中国占据全球45%的铜冶炼产能，1月闲置产能仅7.5%；而中国以外地区（含亚洲、大洋洲、南美及欧洲）合计产量下滑超120万吨。非洲月度降幅最为显著，闲置产能占比升至28.4%，但刚果民主共和国Kamoa-Kakula冶炼厂的投产进度为市场带来部分复苏...
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