Group 1 - Copper prices experienced slight fluctuations, closing up by 0.03%, supported by supply and demand dynamics despite cautious remarks from Powell [1] - Hudbay Minerals announced a temporary closure of its Constancia copper mine in Peru due to safety issues, but stated that this would not impact the company's annual production levels significantly [1] - Domestic copper concentrate processing fees remain low, and recent declines in sulfuric acid prices necessitate monitoring of domestic copper smelting operations [1] Group 2 - Jin Yuan Futures noted that Powell's recent comments maintain a hawkish stance, indicating that the current monetary policy is moderately restrictive, complicating the assessment of the job market's tight balance [2] - Codelco has lowered its production guidance for the Teniente mine, and the Panama copper mine is unlikely to resume production this year, contributing to a negative outlook for spot TC [2] - Domestic refined copper is expected to see production cuts in September, with social inventories remaining low, leading to a forecast of stable copper prices with limited downside adjustment [2]
供需面有支撑，沪铜暂时企稳【9月24日SHFE市场收盘评论】
Wen Hua Cai Jing·2025-09-24 07:37