中国缺铜实锤：储量仅占全球4%，消耗世界第一，对外依存76%

Group 1 - China's copper resource shortage is a significant issue, with only 4% of global copper reserves, lower than Japan [1][3] - The country consumes over 40% of the world's copper resources annually, with consumption exceeding 12 million tons in 2023, more than the combined total of the US and EU [3][5] - High dependency on imports at 76% means that for every 10 tons of copper, over 7 tons are imported, creating vulnerabilities in the supply chain [5][7] Group 2 - Geopolitical risks and supply chain disruptions can lead to price surges, as seen during the 2022 pandemic, affecting manufacturing and consumer prices [5][7] - The government is increasing efforts in copper recycling, with 2 million tons recovered in 2023, accounting for 20% of demand, and investing in new exploration technologies [7][9] - Experts predict a 30% increase in copper consumption by 2030, potentially raising import dependency above 80%, which poses a threat to national resource security [7][9]