高盛：上调2026年LME铜价预估至12,200美元/吨

Group 1 - Goldman Sachs raised its 2026 London Metal Exchange copper price forecast to $12,200 per ton from $11,400 per ton due to increased investor inflows, adding a scarcity premium to copper prices amid low inventory coverage outside the U.S. [2] Group 2 - China's copper industry chain faces three major challenges: rising dependence on foreign resources in the upstream, overcapacity in the midstream processing sector, and downstream demand being suppressed by high copper prices [2] - Shanghai Nonferrous Metals Network, in collaboration with copper industry chain enterprises, has compiled a bilingual version of the "2026 China Copper Industry Chain Distribution Map" to assist the industry in navigating changes [2]