智通财经APP获悉，铜业股集体高开，截至发稿，五矿资源(01208)涨3.67%，报3.11港元；江西铜业股份(00358)涨3.09%，报14.68港元；洛阳钼业(03993)涨3.07%，报7.05港元；中国有色矿业(01258)涨2.9%，报6.04港元；紫金矿业(02899)涨0.86%，报18.7港元。
消息面上，3月25日，COMEX铜期货价格飙升至历史新高，COMEX铜期货主力合约盘中上涨至5.2285美元/磅，突破去年5月20日创下的5.199美元/磅的高点。据悉，今年以来，COMEX铜期货主力合约已累计上涨约30%，导致COMEX铜与LME铜之间出现前所未有的巨大价差。
据了解，自今年1月以来，纽铜价格便开始超过伦铜，而特朗普上个月命令美国商务部以国家安全为由对可能的铜关税展开调查后，二者之间的差距达到了创纪录的水平，周一纽铜近月合约和伦铜的差距一度超过每吨1400美元，创下历史新高。高盛与花旗预计，美国将在年底前对铜加征25%的进口关税。交易商预计在此之前将有大量铜运抵美国。此外，小摩预测，到2025年，铜需求将持续增长，价格也有望攀升至新高。
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