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有限公司，在周三完成全公司运营审查及与英美资源集团的合并后，下调了智利旗舰项目Quebrada Blanca矿2028年前的铜产量指导 。
具体来看，其2026年铜产量指引从之前的28 – 31万吨，调整为20 – 23.5万吨。同时，钼产量指引近乎减半，从6400 – 7600吨降至2800 – 3400吨 。
2027年和2028年的铜产量也有所下调。2027年预计为24 – 27.5万吨，低于此前预测的28 – 31万吨；2028年预计为22 – 25.5万吨，低于此前的27 – 30万吨 。
此次产量指引下调，主要归因于涉及矿山废物处ǐ..
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