节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：10/10
近日，伊朗国家铜业公司（NICICO）萨尔切什梅冶炼厂疑似停产，DBX Spectrum监测数据显示该厂近期热信号已完全消失。该冶炼厂为伊朗最大铜冶炼厂，位于克尔曼省拉夫桑詹市，依托中东最大萨尔切什梅斑岩铜矿矿区，年铜冶炼产能超25万吨，实际年产量约20万吨，配套精炼、钼冶炼及硫酸生产设施。
此次停产主因地区局势动荡致伊朗工业电力供应大幅收紧——伊朗电力对天然气依赖度ƞ..战略需求、燃料物流受阻影响电网稳定，工业用户率先限电，高耗能行业普遍受冲击：铝冶炼开工率下调，核心铜冶炼厂停产，钢铁、水泥行业存在限产可能。
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