节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:8/10


智利国有铜生产商Codelco向美国客户报出创纪录铜溢价,较伦敦金属交易所(LME)铜价基准超500美元/吨,两位知情人士透露。该溢价为LME基准价之外的附加费用,既反映铜市场供需基本面,也覆盖运输、税费等相关成本。Codelco暂未对置评请求作出即时回应。

市场对未来数年铜短缺的预期(部分源于印尼、智利矿场事故引发的供应中断,以及需求加速增长),推动LME铜价在10月29...

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