节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:3/10
10月13日(周一),德意志银行作出预测,预计在2025年第四季度至2026年第一季度期间,全球铜矿供应将转变为负增长态势。这一变化预计会促使铜价在短期内达到峰值,平均每吨可达11,000美元。
德意志银行进一步指出,当前矿山供应紧张的状况,足以抵消因需求疲软而给价格带来的下行 ..
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