节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
智利国营铜公司Codelco预计，其核心铜矿El Teniente未来数年将维持当前低位产量，因需应对智利数十年来最严重矿难的持续影响。该矿7月发生岩爆致6人死亡，迫使企业重新评估深部矿区开采方案，预计本十年末年产量或维持30万吨左右，低于2024年约35.6万吨的水平。
El Teniente作为巨型地下矿山，产量停滞凸显铜供应紧张现状——这是铜价冲高至历史新高的关键因素之一。印尼、刚果民主共和国主要矿山正从生产中断中恢复，而全行业面临矿石质量下滑挑战，同时电气化进程推动铜需求持续增长，供需矛盾进一步加剧。
Codelco在经历运营与项目挫折后，正寻求其...
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