节点：下游（终端消费/应用）位置：下游情绪：利空参考度：6/10
3月27日，智利国家铜业公司（Codelco）预计中东冲突引发的供应中断将使其生产成本上升约5%，这是大型矿业公司首次给出量化通胀预估。首席财务官Alejandro Sanhueza表示，柴油价格上涨、原材料成本增加及智利政府拟暂停燃油税抵免政策叠加，将使公司现金成本每磅增加约10美分，当前生产成本约每磅2美元。Sanhueza在财报发布会上称，虽未直接受中东局势影响，但仍受国际价格波动波及。
伊朗冲突对全球矿业利润构成三重威胁：推高能源成本、扰乱硫酸等投入品供应链、在滞胀担忧加剧下拖累大宗商品价格。不过Codelco对铜价前景持乐观态度，认为地缘政治风险加剧短期波动，但供需基本面仍利好。Sanhueza指出，长期价格基本面强劲，需求Ţ..
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