金属价格持续走高，机构预计3年来铜将再次转为供应短缺（附概念股）

Group 1: Copper Market Overview - Shanghai copper futures have surpassed 88,300 CNY/ton, while London LME copper prices have exceeded 11,000 USD/ton, indicating a strong bullish sentiment in the market [1] - Recent forecasts suggest that the copper market will experience a supply shortage for the first time in three years, contributing to rising prices and increased capital inflow [1] - As of October 27, the net inflow of funds into copper futures reached 26.99 billion CNY, with total capital in copper futures amounting to 48.58 billion CNY, making it the second-largest commodity futures after gold [1] Group 2: Company-Specific Insights - Codelco plans to raise the copper premium for the European market to 345 USD/ton by 2026, reflecting concerns over tight copper supply next year [2] - Luoyang Molybdenum's copper production forecast for 2028-2030 has been increased by 30% to 1 million tons, with expected annual profit growth of 38% from 2025 to 2026 due to rising copper and cobalt prices [3] - Zijin Mining reported a copper production of 830,000 tons in the first three quarters, a 5.1% year-on-year increase, with future production expected to rise significantly from the completion of the Giant Dragon copper mine [3] - Minmetals Resources has seen significant increases in copper production from its three major mines, with Las Bambas, Khoemacau, and Kinsevere showing year-on-year growth rates of 67%, 120%, and 19% respectively [3] - Jiangxi Copper, as the largest shareholder of First Quantum, anticipates a significant profit boost if the Panama copper mine resumes production in the second half of 2026 [4]