节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
沪铜减仓震荡，关注支撑韧性
国投期货分析，当前沪铜市场呈现减仓震荡态势，其支撑韧性值得关注。
国内铜精矿加工费长单谈判备受瞩目。智利Antofagasta与日本的谈判尚无实际进展，现货进口铜精矿指数报价仍在 -40美元下方。11月国内精铜产出预计延续环比下降趋势。上月印尼Grasberg宣布不可抗力，拉高伦铜升水，国内精铜出口单月扩至6.59万吨。同时，受国内再生铜税费进展不畅影响，当月非铜进口超预期达19.66万吨，前十月供应量累计增长1.99%。
消费端方面，10月国内主要家电产量多以环比下降为主。空调出现负增长，单月产出减少两成，冰箱环比下降一成。高铜价制约了订单释放，市场对年底订单表现较为关注...
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Given the complex situation in the沪铜 market, will the support at the key position of the “head – shoulder pattern” last considering the various influencing factors like the uncertain copper concentrate negotiations and mixed consumption trends? Also, with the changes in overseas production plans and…