节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：5/10
10月8日（周三），国际铜研究组织（ICSG）作出预测。2025年，全球精炼铜市场将出现约17.8万吨的供应过剩情况，而到2026年则会转变为15万吨的供应短缺。
据ICSG数据，预计2025年全球铜矿产量增长1.4%，2026年增速加快至2.3%。同时，精炼铜消费量在2025年预计增长约3%，2026年增长2.1%。
该机构还表示，精炼铜产量预计在2025年增长3.4...
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