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中国铜冶炼厂因加工费提升获短期缓解,不过盈利能力的改善或许不足以刺激其提高产量。
尽管将铜精矿加工成精炼金属的现货加工费仍处深度负值区间,但在过去六周有所上升。这主要源于印尼折扣货源激增,更多货物得以运往中国,全球超半数冶炼产能集中于此。
自由港麦克莫兰公司(Freeport – McMoRan Inc.)印尼冶炼厂停产之后,意外出售大量矿石。该公司欲凭借9月中旬到期的短期出口许可快速发货,这使得供应宽松,提升了中国加工的利润空间。
加工费约占冶炼厂收入的三分之一。中国冶炼厂利润ȿ..
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