节点：中游（冶炼、中间品）情绪：利空参考度：7/10
中国顶尖铜冶炼企业正敦促当局加强对新增产能的管控。他们警告称，激烈的竞争已将加工费压低至历史低位，威胁到行业的健康发展。
据中国有色金属工业协会旗下报纸报道，该协会已向中央政府提交提案，建议严格把控新项目。报道称，金川集团和江西铜业等企业的高管在周三的会议后，指出“内卷式”竞争带来的压力日益增大。
全球铜冶炼产能迅速扩张，尤其是在最大消费国中国，这使得加工费降至零以下。与此同时，矿石供应短缺，在经历一系列供应冲击后，形势愈发严..
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
