节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：10/10
周三，日本、西班牙和韩国发布了一份罕见的联合声明，对铜加工精炼费（TC/RCs）的暴跌表达了深切担忧，并警告称，当前条件下，冶炼厂和矿山企业均无法实现可持续发展。
全球铜冶炼厂正面临加工费下滑与利润缩减的困境。中国中国铜精矿供应紧张，而冶炼产能却不断扩张。6月，部分中国冶炼厂甚至同意免费为智利矿企安托法加斯塔加工铜。
三国工业部门在一场线上会议后表示：“我们深感担忧的是，TC/RCs的恶化正促使全球对铜冶炼业务进行重新评估，已有几家公司表明有意缩减或退出铜精矿冶炼业务。”
TC/RCs是冶炼厂的重要收入来源，是矿企在出售待精炼成金属的铜精矿（即半成品矿石）时所支付的费用。然而今年部分现货交易ĸ..
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
