Group 1 - Freeport-McMoRan announced force majeure on its supply contract for the Grasberg mine in Indonesia, impacting copper supply [1] - The Federal Reserve's interest rate cut cycle has begun, leading to increased market liquidity and opening up upward space for copper prices [1] - As of the latest report, the Shanghai copper main contract is priced at 82,320.00 CNY/ton, with a rise of 2.91%, while the international copper main contract is at 73,060.00 CNY/ton, up 3.03% [3] Group 2 - Guangfa Futures indicates that the long-term supply-demand imbalance provides bottom support for copper prices, with a gradual upward shift in price levels [1] - Short-term price increases are driven by disruptions at the mining end, with attention on potential shifts in macro market sentiment towards recovery trading and marginal changes in demand [1]
矿端干扰发酵叠加美联储降息周期开启 沪铜和国际铜双双刷新近六个月高位
Jin Tou Wang·2025-09-25 03:22