节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:7/10


周二,三位市场消息人士称,欧洲最大的冶炼企业奥鲁比斯(Aurubis)明年将向欧洲客户收取每吨315美元的精炼铜溢价,这对这家德国公司而言创下历史新高。

这一溢价是在伦敦金属交易所(LME)铜价基础上额外收取的。铜广泛应用于电力和建筑行业。该溢价较2025年及此前两年的每吨228美元上涨了38%。奥鲁比斯对此拒绝置评。

此次创纪录的高溢价,源于市场对明年铜供应短缺的担忧。这一担忧推动LME铜价周一涨至每吨10800美元的16个月高位。过去一个月,该金属价格已上涨约8%,截至周二格林尼治时间10点27分,交易价格为每吨10698.50美元。

业公司自由港麦克莫兰(Free...印尼格拉斯伯格(Grasberg)矿发生致命泥石流后,宣布该矿不可抗力。格拉斯伯格矿是世界第二大铜矿。此外,今年刚果民主共和国的卡莫阿 – 卡库拉(Kamoa – Kakula)矿和智利的埃尔特尼恩特(El Teniente)矿也出现了生产中断。

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