节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
必和必拓（BHP）铜矿项目投资计划标志着扩大全球铜产能的决定性举措。该公司披露的项目组合未来十年可将铜产量提升180-200万吨，相关路线图已在2月17日发布的半年报中详细披露。必和必拓计划于2026-2032年间做出最终投资决策，项目预计2028年起陆续投产，直接响应电气化与数字基础设施领域的铜需求增长。
必和必拓铜矿投资战略聚焦南澳大利亚大规模开发，旗舰项目“南澳大利亚铜矿一、二期”将于2029-2038年间投产，合计新增产能79-91万吨。2025年10月，公司已向南澳业..
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