节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：10/10
自由港麦克莫兰（Freeport McMoRan）称，其位于印尼的Grasberg铜矿目前仍处于停工状态。原因是该公司正持续努力营救本周早些时候被困于地下的7名工人。
据相关声明，作业将持续暂停，保障工人安全撤离被置于优先位置。Grasberg铜矿若长期停产，或导致铜价维持高位。今年3月，基于配额制度，自由港获许恢复从该业务运送精矿。印尼去年出台禁令，旨在鼓励中国加工。
此前出口受天气影响，自由港欲在本月配额到期前使用90%的额度。今年以来，全球铜冶炼行业面临铜精矿严重短缺困境，致使加工精炼费用下降。自由港位...
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