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铜业股集体高开 印尼矿难冲击推升铜价 机构维持铜价看涨观点
Zhi Tong Cai Jing·2025-09-25 01:31

Group 1 - Copper stocks collectively opened higher, with notable increases: Luoyang Molybdenum up 8.54% to HKD 13.6, Jiangxi Copper up 8.47% to HKD 26.9, China Nonferrous Mining up 7.44% to HKD 13, Minmetals Resources up 6.27% to HKD 6.1, and Zijin Mining up 3.91% to HKD 30.8 [1][1][1] - International copper prices surged significantly, with the London Metal Exchange three-month copper price rising by 3.2% to USD 10,297.50 per ton, marking the largest intraday increase since April 10 [1][1][1] Group 2 - A fatal landslide incident at Freeport McMoRan's Grasberg mine in Indonesia, the world's second-largest copper mine, has led to a production halt, with recovery to pre-accident production levels expected no earlier than 2027 [1][1][1] - Freeport anticipates a 35% decrease in copper and gold production for 2026 compared to previous forecasts due to the incident [1][1][1] Group 3 - Citic Futures maintains a bullish outlook on copper prices, citing positive macroeconomic expectations following the Federal Reserve's September meeting and frequent disruptions in copper supply, particularly the significant impact of the Grasberg mine's suspension [1][1][1]