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A股异动丨铜概念股强势,江西铜业涨超8%,Grasberg矿山供应遭遇不可抗力引发铜价大涨
Ge Long Hui A P P·2025-09-25 01:49

Group 1 - The core viewpoint of the news is that the copper sector in the A-share market experienced a significant rise, driven by supply disruptions at Freeport's Grasberg mine, which is expected to impact global copper supply and prices positively [1][2] - Freeport announced that the Grasberg mine supply is facing force majeure, leading to a substantial increase in copper prices, marking the largest rise in over five months [1] - Citigroup analysts noted that Grasberg accounts for approximately 3% of global copper supply, with total losses in Q4 expected to affect global supply by 3%, and a projected 35% loss by 2026 impacting about 1% of global supply, which will support copper prices [1] Group 2 - The A-share copper concept stocks opened high, with notable gains: Electric Alloy surged over 12%, Jingyi Co. reached a 10% limit up, Jiangxi Copper increased over 8%, and Tongling Nonferrous Metals rose over 6% [1][2] - Specific stock performances include: - Electric Alloy: +12.69%, market cap of 8.22 billion - Jingyi Co.: +10.02%, market cap of 3.38 billion - Jiangxi Copper: +8.24%, market cap of 106.9 billion - Tongling Nonferrous Metals: +6.73%, market cap of 61.6 billion - Yunnan Copper: +5.87%, market cap of 32.2 billion - Shengtu Mining: +4.57%, market cap of 26.9 billion - Baiyin Nonferrous: +3.46%, market cap of 28.8 billion - Zhongyuan New Materials: +3.40%, market cap of 3.569 billion [2]