智通财经APP获悉,铜业股早盘多数走高,截至发稿,洛阳钼业(03993)涨10.08%,报6.77港元;江西铜业股份(00358)涨5.32%,报14.26港元;五矿资源(01208)涨4.15%,报3.01港元;紫金矿业(02899)涨4.17%,报18港元;中国有色矿业(01258)涨3.36%,报5.85港元。
消息面上,近期国际铜价持续走高,3月20日,COMEX铜期货价格一度刷新年内新高,达到5.1490美元/磅。同一时间,伦敦金属交易所铜价盘中则是一度突破10000美元/吨,最高触及10046.5美元/吨,创下2024年10月以来新高。据报道,有迹象显示,美国港口即将被大量进口铜的涌入所淹没,因为贸易商正赶在美国总统特朗普可能实施的关税生效前抢运货物。
必和必拓首席执行官韩慕睿在中国高层发展论坛表示,预计未来十年全球铜供应缺口将达到1000万吨。高盛方面预计,铜价即将在其价格区间内再次稳步上升,达到10500美元—11500美元/吨。同时,预计2025年和2026年铜市场将分别出现18万吨和25万吨的供应缺口。
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