格隆汇7月31日｜港股市场铜概念股集体下跌，其中，中国大冶有色金属跌超6%，江西铜业(600362)股 份跌超3%，兴业合金、中国黄金国际、中国金属利用跌超2%，五矿资源跌近2%。消息面上，美国总统 特朗普意外宣布，对铜加征新关税中，美国期铜大泻两成，创史上最大单日跌幅。 （责任编辑：宋政 HN002） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com | 代码 | 名称 | 涨跌幅 ^ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | | 00661 | 中国大冶有色金属 | -6.45% | 0.058 | 10.38亿 | | 00358 | 江西铜业股份 | -3.85% | 15.980 | 553.34亿 | | 00505 | 兴业台等 | -2.94% | 0.990 | 8.91亿 | | 01258 | 中国有色矿业 | -2.65% | 7.7 ...

Group 1 - The U.S. President Donald Trump announced a 50% tariff on copper, which will include refined copper and semi-finished copper, aiming to strengthen domestic production of this essential metal [1][2] - Refined copper is the largest category of metal imported by the U.S., and its inclusion in the tariff list will have widespread implications for various sectors, including power grids, construction, automotive manufacturing, and consumer electronics [1][2] - The U.S. relies heavily on imports for copper semi-finished products, with an estimated 800,000 tons imported last year, indicating a significant gap between domestic production and demand [2] Group 2 - The tariff proposal is part of Trump's strategy to enhance the entire copper supply chain, from mining and smelting to processing and recycling [2] - Copper is crucial for multiple industries, and its demand is expected to rise significantly with the expansion of industrial production and infrastructure development, particularly in the context of AI and energy transition [2] - The construction of data centers, which heavily depend on copper for power transmission and high-performance electronic systems, is driving a structural increase in copper demand [2] Group 3 - Following the tariff announcement, industry representatives met with the White House Economic Advisory Council, requesting that the government refrain from imposing export controls on scrap copper [3] - Major metal companies, including Rio Tinto and Southwire, have urged the White House to limit the export of ores and scrap metals instead of imposing tariffs on imports [3]

Core Viewpoint - The disruption in copper transportation in Peru is primarily due to protests from small-scale gold and copper miners, who are dissatisfied with regulatory restrictions and bureaucratic procedures [1] Group 1: Causes of Disruption - Protests have led to the establishment of roadblocks, hindering the transport of semi-finished copper from at least two major mines to shipping ports [1] - The trend of transportation disruption has only been observed over the past year, driven by rising metal prices and the upcoming elections in the country [1] Group 2: Implications for the Industry - Informal mining activities pose a threat to the development of new mineral deposits and increase global supply risks [1] - Major mining companies view the temporary registration of small mines as a cover for illegal activities [1]