节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：10/10
艾芬豪矿业周三披露，刚果（金）卡莫阿-卡库拉铜矿综合体在矿震引发洪水后，场地修复工作持续推进，但2026年铜产量仍将低于2024年水平。该矿2026年含铜产量预计为38万至42万吨，2027年将增长约30%，达到50万至54万吨，公司维持中期年产约55万吨铜的目标。
目前卡库拉矿区水淹区域脱水作业进度显示，西区完成70%，预计明年1月底前完工；东区完成60%。截至当..
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