异动解读 | 伊朗铜冶炼厂停产引发供应担忧，铜矿ETF夜盘大涨7.09%

异动解读04-08

追踪全球铜矿公司表现的铜矿ETF-Global X (COPX) 今日夜盘大幅上涨7.09%，表现强劲。

消息面上，据媒体报道，伊朗两座主要铜冶炼厂近期疑似已相继停产。其中，伊朗最大铜冶炼厂Sar Chesmeh自3月28日起停运，另一家国有冶炼厂Khatoon Abad也于上周末停止生产。这两座冶炼厂合计年产能超过37万吨，是伊朗铜加工体系的核心支柱。市场分析认为，这标志着中东地缘冲突对金属供应链的冲击正进一步加深，可能引发铜供应短缺的担忧，从而推动铜矿相关资产价格上涨。

与此同时，伦敦金属交易所(LME)三个月期铜价格亦在夜盘时段上涨近3%，至每吨12,680美元，进一步印证了市场对铜供应面的担忧情绪，并直接提振了铜矿ETF的价格。

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