智通财经APP获悉，五矿资源(01208)早盘涨超6%，截至发稿，涨5.24%，报2.61港元，成交额3040.44万港元。
消息面上，据媒体报道，美国当选总统唐纳德·特朗普的助手正在探索适用于每个国家、但仅针对关键进口商品的关税计划。特朗普此后澄清称报道不实，他的关税政策不会缩水。中金此前指出，不排除大范围加征关税的通胀风险倒逼特朗普政府谨慎行动的可能性。南华期货则指出，美关税或调整利好铜价。
国联证券指出，短期来看，铜矿供给受主产区供电紧张、生产事故等因素扰动不断；中长期来看，资源品位下降、矿产资本开支不足对铜矿供给形成约束；矿端供给增量远小于冶炼产能增量，2025年铜精矿冶炼加工费长单价格大幅下降，冶炼厂或将实质性减产，矿端供给紧张逐步向冶炼端传导；2025-2026年全球精炼铜供给过剩幅度持续收窄并转为紧缺，支撑铜价继续上行。
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