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铜市从沉睡中苏醒:供应紧张推动铜价强势上扬

作者:tongwj来源:长江有色金属网网址:http://www.ccmn.cn

随着全球铜市场的焦点从疲弱的需求转向紧张的供应,铜价近期强势上扬,从长达一年的沉睡中苏醒。中国铜冶炼厂的集体行动,限制产量以应对原料市场的严重紧缩,成为推动铜价飙升的关键因素。

市已从长达一年的沉睡中苏醒。

随着全球铜市场的焦点从疲弱的需求转向紧张的供应,铜价近期强势上扬,从长达一年的沉睡中苏醒。中国铜冶炼厂的集体行动,限制产量以应对原料市场的严重紧缩,成为推动铜价飙升的关键因素。

据最新消息,中国铜冶炼企业已达成共识,同意采取措施限制产量,以应对远超预期的原材料供应紧缩。这一举措立即引发了市场的广泛关注,并推动铜价大幅上涨。

长期以来,铜市场一直受到供应紧张的困扰。去年年底,全球最大铜矿之一的意外关闭给市场带来了巨大冲击,尤其是对中国这一全球最大的精矿进口国。随着精矿供应的严重短缺,现货处理费近期大幅下降,冶炼厂的利润率受到严重挤压。

面对这一局面,中国铜冶炼企业不得不采取行动。在本周的会议上,19家主要冶炼企业共同承诺,将通过提前或延长维修时间、削减产量以及推迟新项目的启动等措施,来保障全球铜冶炼行业的健康发展。

这一集体行动立即在市场上产生了积极反响。铜价在短短时间内飙升,突破了长期波动区间,创下了11个月来的新高。投资者对铜市场的乐观情绪高涨,纷纷涌入市场,推动铜价进一步上涨。

然而,值得注意的是,尽管中国冶炼企业采取了限产措施,但全球铜市场的供应紧张局面并未得到根本缓解。一方面,中国近年来快速扩张的冶炼产能仍在不断释放,加剧了原料市场的竞争;另一方面,全球范围内的新矿开发进度缓慢,长期投资不足,导致供应增长难以跟上需求的步伐。

在这种背景下,铜价的上涨趋势预计将持续一段时间。投资者应密切关注市场动态,把握铜市的投资机会。然而,也需要注意到市场存在的风险和挑战,合理控制投资风险,确保投资安全。

总体而言,铜市场已从沉睡中苏醒,供应紧张成为推动铜价上涨的关键因素。随着市场的进一步发展和变化,投资者需保持警惕,灵活应对各种风险和挑战,以获取更好的投资回报。


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新疆西部海新进出口贸易有限公司成立于2019年。是一家集国际进出口贸易、农副产品加工与生产、农业机械设备生产和销售及可再生资源回收再利用生产于一体的综合性企业。

Xinjiang Xibu Haixin Import and Export Trade Co., Ltd. was established in 2019. It is a comprehensive enterprise with businesses of international import and export trade, processing and produce of agricultural and sideline products, production and sales of agricultural machinery, and recycling and reuse of Renewable resource.

自公司成立以来一直着力打造全球化的采购供应链,现已与中亚、俄罗斯、非洲及巴西淡水河谷地区众多大型矿业集团达成战略合作协议。大宗矿产品的销售品系包含:电解铜、铁矿石、铜精粉、石油焦等。年销售规模自成立以来逐年稳步增长2022年已初步达成32亿人民币的销售规模。

Since its establishment, the company has been striving to build a global procurement supply chain, and has reached strategic cooperation agreements with many large mining groups in Central Asia, Russia, Africa and Brazil's Vale region. Sales of bulk mineral products include copper cathodes, iron ore, copper concentrate powder, Petroleum coke, etc. The annual sales volume has steadily increased year by year since its establishment. It has initially reached a sales volume of 3.2 billion RMB since 2022.

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2022年公司依托海外地区资源优势陆续完成了面粉加工企业、农业机械生产企业的投资与建设,并在运转初期就取得了骄人的业绩。公司面粉加工企业坐落于新疆边境霍尔果斯市综合保税区。现已与越南地区国企签定预采购面粉合同20000吨,销售金额将达到3.5亿人民币,累计小麦加工能力预计将达到50000, 年销售金额达6亿人民币。

In 2022, the company has successively completed the investment and construction of flour processing enterprises and agricultural machinery production enterprises based on the advantages of overseas resources, and has achieved impressive performance in the early stages of operation. The flour processing factory affiliated to the company is located in the comprehensive bonded area of Khorgas City, which is the border of Xinjiang. We have signed a pre- purchase flour contract with state-owned enterprises in Vietnam for 20000 tons, with a sales amount of 350 million RMB. The cumulative wheat processing capacity is expected to reach 50000 tons, with an annual sales amount of 600 million RMB.

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农业机械生产企业与澳大利亚等发达地区农业机械销售商累计签定定单达到1500000澳元。年预计完成出口产品达150台。预计年度销售规模将达到1.6亿人民币。

Agricultural machinery factory have signed cumulative orders with agricultural machinery sellers in developed regions such as Australia, reaching 1500000AUD. It is expected to complete the export of 150 units of machines annually. It is expected that the annual sales scale will reach 160 million RMB.


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当前,公司正以国家产业政策为指引,以自身全球采购供应链为优势和产业融合为契机,以产业化做精,多元化做强为目标,在新疆各级政府政策和上下游企业的支持下,依靠一支团结奋进、开拓创新的团队,一定能够把公司建设成为璀璨的企业之星。

At present, the company is guided by national industrial policies, taking its global procurement supply chain as an advantage and industrial integration as an opportunity, with the goal of becoming more meticulous and diversified in industrialization. With the support of government policies at all levels in Xinjiang and upstream and downstream enterprises, relying on a unity, progress, and innovative team, the company is bound to become a shining star of enterprises.

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