节点：上游（原材料/资源端）位置：上游情绪：利空参考度：10/10


全球矿业公司英美资源集团周四发布报告，受需求持续低迷影响，今年上半年其铜产量降至34.22万吨，同比下滑13%；毛坯钻石产量下降26% 。

这家在伦敦上市的矿企预计今年铜产量为69万 – 75万吨，低于2024年的77.3万吨。铜用于电线制造，随着电动汽车和可再生能源基础设施发展，其需求有望增长。

去年必和必拓收购英美资源集团失败后，该公司对业务进行重组，主要聚焦于铜和铁矿石业务。

公司已拆分铂业务，并达成出售镍和炼焦煤资产协议，虽尚未完成，但预计..

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