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 developer 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][5] - 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 copper portfolio [1][5] - 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 applications in various sectors such as power, construction, and industrial machinery, particularly as governments implement policies to stimulate economic growth and as new technologies like AI drive infrastructure expansion [3][4] - Analysts remain optimistic about copper mining stocks, with expectations of continued strong demand driven by energy, AI data centers, and global defense industries, despite potential risks from a slowdown in the Asian economy [4][5] - Fortescue's strategy to diversify its asset base by increasing its copper holdings aligns with other major miners like BHP and Rio Tinto, who are also seeking to enhance their exposure to copper to mitigate reliance on iron ore cycles [5]