铜陵有色股价下跌4.4% 美国关税政策影响铜矿板块表现

Core Viewpoint - Tongling Nonferrous Metals reported a stock price of 3.48 yuan on July 31, down 4.4% from the previous trading day, with a trading volume of 1.142 billion yuan [1] Company Overview - Tongling Nonferrous Metals is a significant copper production enterprise in China, primarily engaged in copper mining, smelting, and processing. The company's product offerings include cathode copper and copper processing materials, covering the upstream and downstream of the copper industry chain [1] Recent Developments - The U.S. has announced a 50% tariff on imported semi-finished copper products, while refined copper is excluded from this tariff. This policy has led to significant fluctuations in U.S. copper futures prices, but the impact on domestic copper exports is limited. Data indicates that in 2024, China's copper exports to the U.S. will account for only 5.2% of its total imports [1] Market Activity - On July 31, Tongling Nonferrous Metals experienced a net outflow of 51.6167 million yuan in principal funds, representing 0.14% of its market capitalization [1]