节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10


中国有色金属工业协会表示，中国应考虑对中国铜、锌和铅的产能设置上限，以应对中国激烈竞争。

该协会在周四季度简报后的声明中称，建议效仿政府对大型铝业的做法，限制新产能。铜价因南美、非洲和亚洲主要矿山供应中断，在伦敦金属交易所迎来自9月以来最佳月度涨幅。原材料短缺侵蚀了冶炼厂利润，现货加工费持续处于负值区间。

上个月，该协会向中央政府提交建议，鉴于中国冶炼厂担忧竞争将加工费压低至历史低位，威胁行业健康，提议严格控制新铜ɡ..

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