节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：10/10
赞比亚两大铜冶炼厂计划于今年晚些时候实施延长维护，此举将进一步加剧全球铜产量及铜、钴加工所需硫酸供应的紧张态势。莫帕尼与谦比希为涉事冶炼厂，其生产调整对区域及全球供应链影响显著。
莫帕尼冶炼厂由阿联酋国际资源控股公司持股51%，当前运营水平远低于22.5万吨成品铜年产能，主要受多年投资不足及铜精矿短缺制约。该厂计划6月停产三天，随后于8月至9月中旬停产约40至45天。谦比希冶炼厂由中色非洲矿业有限公司（中国有色矿业集团持股85%）控股，年产能25万吨， ..
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