中信证券：预计12000美元将成为铜价的崭新起点 全面推荐铜板块配置

Core Viewpoint - LME copper prices are expected to accelerate towards $12,000 per ton within the year, driven by the dual narratives of "U.S. copper stockpiling" and "domestic production cuts" in the coming year [1] Group 1: Price Forecast - LME copper prices are projected to reach $12,000 per ton, marking a new starting point for copper prices [1] - The supply gap is anticipated to widen by 60% due to the aforementioned factors [1] Group 2: Investment Recommendation - The company recommends a comprehensive allocation to the copper sector [1]