智通财经APP获悉，铜业股普遍上扬，截至发稿，五矿资源(01208)涨4.48%，报2.8港元；中国黄金国际(02099)涨3.63%，报38.5港元；中国有色矿业(01258)涨1.58%，报5.79港元；江西铜业股份(00358)涨0.69%，报14.54港元。
消息面上，据上证报，上海钢联数据显示，6月起国内电解铜现货库存开始下降，下游消费逐步复苏。铜冠金源期货有色金属分析师赵凯熙认为，今年铜的下游消费呈现旺季提早来临、延后结束的特点。9月以来国内铜下游消费逐渐好转，虽然国庆假期后库存出现小幅反弹，但‘金九银十’的旺季消费预期将带动国内铜进入低库存状态。
花旗研究团队周一表示看好铜和铝的中期走势，并预计2025年上半年有买入机会。花旗分析师将未来3个月内铜价目标调低至9,500美元/吨，低于之前预期的10,500美元/吨，但看好未来6到12个月的铜价，将达到11,000美元/吨。
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