铜、铝、锌、镍、锡、铅，全面大涨

Group 1 - The prices of major industrial metals tracked by LME, including copper, nickel, and aluminum, have seen significant increases, with LME nickel reaching a 19-month high due to supply concerns [1][3] - LME copper rose by 1.9% to $13,238 per ton, hitting a record high of $13,387.50, with a year-to-date increase of approximately 6.5% [3][4] - Supply concerns are exacerbated by strikes at Capstone Copper's Mantoverde mine in Chile and delays in production at a mine in Ecuador, leading to heightened worries about copper availability [4][5] Group 2 - Analysts from ING noted that Indonesia's plan to cut nickel ore production is effective in boosting prices in the short term, but long-term price sustainability is uncertain due to expected oversupply [3] - UBS analysts highlighted that the uncertainty surrounding tariffs and ongoing supply disruptions are driving speculative trading in copper, with increased demand for copper in energy transition and infrastructure investments [4][5] - Other industrial metals also experienced significant price increases, with LME tin up 4.8%, aluminum up 1.4%, zinc up 1.8%, and lead up 2.6% [4]