Core Viewpoint - Copper remains strategically valuable for allocation in Q4, driven by tight supply-demand balance and enhanced financial attributes, despite recent price volatility influenced by multiple factors [1] Group 1: Supply and Demand Dynamics - Short-term supply bottlenecks in copper mining are unlikely to ease, with strong performance at the mining end continuing amid processing fee negotiations [1] - There is rigid demand for copper in sectors such as power grid investment and renewable energy, with policy support expected to re-emerge after the consumption off-season [1] Group 2: Market Sentiment and Trends - The overall copper market is showing a strong tendency, influenced by macro policies, fundamental supply-demand conditions, and market sentiment [1] - The strategic resource status of copper continues to rise amid global green transition efforts [1]
铜：四季度具战略配置价值，多因素致价格波动
Sou Hu Cai Jing·2025-10-13 02:14