智通财经APP获悉，铜业股早盘普跌，截至发稿，五矿资源(01208)跌4.21%，报2.73港元；洛阳钼业(03993)跌4.09%，报5.63港元；紫金矿业(02899)跌3.46%，报15.06港元；江西铜业股份(00358)跌1.98%，报12.88港元。
消息面上，12月初，智利矿商Antofagasta与江西铜业达成协议，将2025年铜精矿加工精炼费用(TC/RC）分别定为21.25美元/吨和2.125美分/磅，大幅低于2024年的80美元/吨和8美分/磅，同比下降73.4%。国信证券指出，铜精矿长单加工费创历史新低， 铜冶炼利润承压；严控铜冶炼新增产能有利于远期格局改善。
西南期货指出，铜精矿长单谈判进行时；国内冶炼企业集中检修结束，叠加新产能释放，本月电解铜产量增至百万吨附近，进口铜持续流入补充。年末消费难有亮眼表现，但节前备货、抢出口等行为可提供部分消费支撑，国内铜库存维持去化。国内政策预期的推动作用消退，铜价运行重心有所回落。
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