节点：上游（原材料/资源端）位置：上游情绪：利空参考度：6/10

从铜市分析来看，宏观面上，中国下半年政策基调是“落实存量政策”优先于“出台增量政策”。政治局会议强调宏观政策持续发力、保持连续性稳定性，重点推进政府债券发行等。增量政策虽非重点，但相关储备政策对金属市场有一定托底作用，限制铜价跌幅。当前市场受美国铜进口关税影响，供应端智利6月产量同比降6%，需求端中国7月制造业活动萎缩，出口订单...

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