节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
据矿业周刊援引路透社报道，智利铜业委员会11日发布数据。7月，世界最大产铜商智利国家铜业公司（Codelco）与必和必拓的埃斯康迪达铜矿产量同比增长。
Codelco公司7月产量11.85万吨，增长6.4%。世界最大铜矿山埃斯康迪达产量11.48万吨，增长7.8%。而嘉能可与英美集团合资的科亚瓦西矿山7月产量为3.42万吨，下ə..
作为全球最大铜消费国，中国铜产业链面临挑战。上游资源对外依存度攀升，意味着中国对国外铜资源依赖程度增加，资源供应稳定性受外部因素影响大。中游加工环节产能过剩，易引发市场竞争加剧，产品价格波动。下游需求受高铜价抑制，高铜价使得下游企业生产成本上升，从而降低对铜的需求。
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