节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：3/10
11月27日，在2025年亚洲世界铜会议上，中国有色金属工业协会副会长陈学森明确发声，坚决反对铜精矿处理费为免费乃至负值的情况，强调加工费需维持在零以上水平。这一表态直指当前全球铜产业的核心矛盾——矿石供应紧张与冶炼产能相对过剩的结构性失衡，背景则是全球冶炼厂为争夺有限铜矿资源展开激烈竞争，导致冶炼端利润被挤压至不可持续的境地，陈学森呼吁全球同业共同正视并解决这一行业难题。
为应对上述困境并强化行业话语权，中国已采取实质性供给侧调控措施。据陈学森透露，依据政府遏制产能过剩的指令，国内约200万吨铜冶炼产能已暂停，所有违规在建的冶炼项目也全面停工。这...
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