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的分析师于一份报告中指出，铜价需进一步显著上行，方可激发充足的矿业投资以契合市场需求。
该分析师表示，增添新铜供应颇具挑战性，且生产成本极有可能上升。现有矿场进行产能扩张，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趋于缓慢，各国环境监管当局规则及社会标准越发严苛，由此形成瓶颈，致使铜供应难以迅速增长，满足不断上扬ǚ..
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