新一轮资源战！美国疯狂囤积全球铜矿，业内大佬预警涨价只是开始

Group 1 - Copper has emerged as a star in the global commodity market, with LME copper prices surpassing $11,700 per ton, marking a historical high [1][3] - The price surge is attributed to multiple factors, including U.S. strategic stockpiling and domestic production cuts, reshaping the global copper market dynamics [3][12] - Domestic copper futures also showed strength, with the Shanghai copper main contract closing up 1.54% at 92,970 yuan per ton, reflecting a bullish sentiment in the market [5][7] Group 2 - The continuous influx of capital is a direct driver of the copper price surge, with a strong bullish sentiment leading to increased long positions in the market [7][9] - The rise in copper prices is not an isolated phenomenon; it is accompanied by increases in precious metals like gold and silver, enhancing copper's financial premium [9][11] - The supply-demand imbalance is a core engine for the sustained rise in copper prices, with U.S. stockpiling and domestic production cuts contributing to tightening supply [12][14] Group 3 - The U.S. strategic stockpiling is significantly altering global copper inventory structures, with expectations of potential tariffs on copper, leading to increased shipments to the U.S. [14][16] - Domestic production cuts are exacerbating supply pressures, with major copper mines facing high loss rates and reduced output growth [20][22] - Demand for copper is on the rise, driven by its essential role in renewable energy, electric vehicles, and data centers, ensuring steady growth despite macroeconomic fluctuations [22][31] Group 4 - Market analysts predict that LME copper prices could accelerate towards $12,000 per ton within the year, with potential short-term pauses due to various economic factors [25][29] - Companies in the copper sector, particularly those with overseas mining capabilities like Jincheng Mining, are expected to benefit significantly from the tightening supply [27][29] - Investors are advised to focus on high-demand segments, such as copper foil for integrated circuits and batteries, while being cautious of potential price corrections [29][31]