节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：6/10
全球最大铜生产商智利科德洛公司向中国铜买家开出的溢价报价创历史新高，引发中国客户对长期合同的抵触及基准价格参考价值的争议。该公司此次报价为每吨较伦敦金属交易所（LME）铜价高出350美元，远高于去年谈判达成的89美元/吨，且以“要么接受要么放弃”的形式提出，相关决策预计下周启动。
据知情人士透露，科德洛至少三家中国客户已明确今年不再履行长期合同条款，转而选择现货交易；另有尚未收到报价的客户对溢价合理性提出质疑，直言“这么高的溢价谁会买”。在上海举行的亚洲世界铜业大会上，与会代表对该溢价指标当下..
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