节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
刚果与嘉能可的铜营销协议标志着非洲铜贸易的战略转向。刚果民主共和国将营销权授予国有矿企Gecamines，协议覆盖嘉能可运营的Kamoto铜业公司（KCC）产量。根据协议，Gecamines前两年可招标KCC约半数铜产量，此后可营销30%的产出。官员上周在开普敦签署该协议。
Gecamines持续扩大在合资项目中的贸易角色，现寻求按股权比例销售产量，从而强化国有矿企对关键矿产流动的管控。协议签署时全球铜需求加速增长，2025年刚果铜产量达350万吨，现为全球第二大供应国（仅次于智利）。今年铜价创历史..
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