节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
加拿大矿商泰克资源，在完成全公司运营审查，并与英美资源集团合并后，对其智利旗舰项目Quebrada Blanca矿2028年前的铜产量指导进行下调。
其明年铜产量指引已从之前的28 – 31万吨，调整为20 – 23.5万吨。预计后年铜产量为24 – 27.5万吨，2028年为22 – 25.5..
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