节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
秘鲁铜矿改革计划为全球金属市场带来重大政策不确定性。总统候选人罗伯托·桑切斯提议对矿业税收及监管进行全面改革，这些提案直接针对全球最大铜出口经济体之一。该改革计划聚焦于将矿业财富向农村社区再分配，桑切斯还计划修订与嘉能可、自由港麦克莫兰等主要矿企的税收合同，同时支持在大宗商品周期走强期间征收更高暴利税。然而，投资者担忧秘鲁矿业部门的监管不稳定性，该国财政收入高度依赖矿业出口，因此任何政策变动都可能影响全球铜供应预期。
秘鲁铜矿改革计划亦瞄准环境政策调整，桑切斯提议在全国范围内逐步淘汰露天采矿作业，此举或重塑主要铜产区的运营模式。秘鲁作为全球第三大铜生产国，...
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