节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：5/10
铜价逼近历史新高，反映全球冶炼活动强劲复苏。过去一周价格上涨超5%，纽约期货合约触及每磅6.11美元，接近纪录水平。这轮上涨预示需求与加工活动重拾动能。
Earth-i数据显示冶炼运营大幅反弹，SAVANT指数显示3月闲置产能降至11.7%，较1月创纪录低位明显改善，全球铜加工呈现强劲复苏势头。中国引领这波活动与产能增长，闲置产能降至仅3.9%，总有效产能达1073万吨纪录水平，扩张反映下游需求强劲及市场信心回升。
铜价逼近历史新高也受全球供应趋紧支撑。中国以外地区冶炼活动不均衡且受限，北美、大洋洲闲置率较高，运营中断制约精炼产量。伊朗主要冶炼厂...
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