节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：9/10


smmnn 10 月 28 日消息显示，英美资源集团（Anglo American）于周二发出预警，受智利旗舰铜矿科拉华西（Collahuasi）项目所面临的技术与地质难题影响，其 2026 年铜产量或低于前期预期。该公司原本规划明年将产量提升至 47 万吨，但最新评估结果表明，产量可能仅与 2025 年持平，维持在 38 万至 41 万吨区间。此消息进一步加剧了市场对于铜供应紧张局势的担忧，进而推动铜价再度走强。

在全球清洁能源转型以及人工智能基础设施建设的有力推动下，铜的需求呈现持续攀升态势。然而，过去一年多时间里，全球多个矿山先后遭遇事故与自然灾害等不利因素。印尼自由港格拉斯伯格矿因泥石流导致产量大幅下降；刚果（金）艾芬豪矿业的卡莫阿 – 卡库拉矿因洪水停产数周；智利 Codelco 的旗舰埃...

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