铜价屡创新高之下的“抢矿战”! Fortescue溢价吞下一加拿大公司，加码押注铜周期

Group 1 - Fortescue, a major Australian mining group, announced the acquisition of the remaining 64% stake in Canadian copper resource development company Alta Copper for approximately CAD 139 million (USD 101 million), highlighting a trend among leading miners to secure copper resources amid rising copper futures prices [1][2] - The acquisition price of CAD 1.40 per share represents a 14.8% premium over Alta's closing price last Friday, indicating Fortescue's aggressive strategy to expand its presence in the copper sector [1][2] - The global copper price has surged over 30% this year, with most gains occurring in the past month, driven by increased demand and a weakening US dollar, which has made copper cheaper for investors holding other currencies [2][3] Group 2 - The demand for copper is expected to rise significantly due to its widespread applications in power, construction, industrial machinery, transportation, and communication, particularly as governments implement policies to stimulate economic growth [3][4] - Analysts predict that 2025 will be a year of high investment returns driven by the copper, gold, and silver markets, with the Stoxx 600 basic resources index in Europe rising 22% year-to-date, ranking third among all industry groups [3][4] - Fortescue's strategy to diversify its mining portfolio by increasing its copper assets aligns with other major miners like BHP and Rio Tinto, who are also seeking to enhance their exposure to copper to mitigate risks associated with reliance on iron ore [5]