智通财经网·2025-10-13 04:01Core Viewpoint - Jiangxi Copper Co., Ltd. (00358) experienced a decline of over 6%, closing at HKD 34.18 with a trading volume of HKD 1.313 billion, influenced by renewed U.S. tariff threats on Chinese goods [1] Group 1: Market Impact - On October 10, former President Trump announced that the U.S. would impose an additional 100% tariff on Chinese goods starting November 1, along with export controls on key software, leading to significant drops in copper prices [1] - Both domestic and international copper prices fell sharply, with Shanghai copper and LME copper both declining by 4.5% [1] Group 2: Future Outlook - Hualian Futures suggests that despite short-term negative impacts, the strong demand for copper as an essential raw material for the new economy will drive long-term price increases, presenting a buying opportunity during price corrections [1] - Goldman Sachs indicated that while they remain optimistic about long-term copper prices, short-term price increases are limited to USD 11,000 per ton due to an oversupply in the market [1]