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伦铜上涨,但库存增加限制涨幅
Wen Hua Cai Jing·2025-08-06 11:05

Group 1 - LME copper prices increased by 0.48% to $9,685 per ton due to supply concerns following an accident at Codelco's mine in Chile, despite rising copper inventories limiting price gains [1] - The Shanghai Futures Exchange (SHFE) September copper contract fell by 0.25% to 78,280 yuan per ton, with Codelco required to submit four reports regarding the El Teniente mine collapse before resuming underground operations [2] - El Teniente mine produced 356,000 tons of copper last year, and traders are now re-exporting a portion of record shipments to the U.S. to capitalize on higher prices, overshadowing supply concerns from Chile [3] Group 2 - LME registered copper inventories increased by 2,275 tons (1.48%) to 156,125 tons, rising over 70% since the end of June [3] - Weak U.S. employment data has led to speculation about potential interest rate cuts by the Federal Reserve in September, resulting in a weaker dollar, making dollar-denominated metals like copper cheaper for holders of other currencies [3] - Other LME metals also saw price increases, with aluminum up 0.6% to $2,578 per ton, nickel up 0.64% to $15,120 per ton, lead up 1.27% to $1,998.5 per ton, tin up 0.69% to $33,485 per ton, and zinc up 0.62% to $2,775 per ton [3]