节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
7月8日，艾芬豪矿业（Ivanhoe Mines）表示，随着开采率提升及库存消耗，其位于刚果民主共和国的旗舰项目卡莫阿-卡库拉（Kamoa-Kakula）铜矿综合体在2026年下半年的铜产量有望增长，为这一全球最大铜矿项目之一的供应端形成支撑。总部位于温哥华的艾芬豪旗下刚果子公司是矿业行业铜供应增长的关键来源，分析师预计2026年全球铜市场将趋于紧张。
该公司今年4月因卡库拉矿山遭受地震扰动，下调了2026年和2027年的铜产量预测。根据声明，卡莫阿-卡库拉在第二季度合计生产阳极铜、粗ɓ..上半年总产量达到135,745吨。
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