节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：10/10


9月25日（周四），经纪商Shaw and Partners的分析师在报告中指出，铜价需进一步显著上行，才能刺激足够的矿业投资，以满足市场需求。

分析师表示，增加新铜供应颇具挑战，生产成本也很可能上升。现有矿场产能扩张成本愈发高昂，新项目多为低品位矿藏，开发成本较高。同时，新铜矿资源发现速度放缓，各国环境监管规则和社会标准Ɨ..

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