节点：上游（原材料/资源端）位置：上游情绪：利空参考度：6/10


8月1日（周五），智利国家铜业公司（Codelco）工会领袖Amador Pantoja宣称，旗下旗舰项目El Teniente铜矿削减铜开采作业，不过选矿厂和冶炼厂依旧维持运行。此前，该项目发生一起事故。

周四，该项目发生坍塌事故，导致一名工人不幸死亡，另有五人被困。此次事故影响显著，致使铜开采作业被迫削减。而选矿厂和冶炼厂仍能运行，或得益于其生产环节相对独立性，未受坍塌事故直接冲..

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