节点:下游(终端消费/应用)位置:下游情绪:中性参考度:2/10


全球铜市趋紧:瑞银预测价格飙升。瑞银分析师上调铜价预测,原因是矿山持续扰动及需求增长强劲。预计到2026年12月,铜价可能达到每吨13000美元。供给约束包括智利产出放缓、印尼矿山事故及秘鲁抗议活动,这些因素导致全球铜缺口扩大,支撑价格走高。瑞银预计2025年铜市缺口将达23万吨,2026年达40.7万吨,较此前预估近乎翻倍。该行还将2025年精炼铜产量增速下调至1....

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