铜价再创新高！A股铜板块集体走强，21家产业链公司上半年合计净赚超627亿元

时代周报09-08 17:56

9月8日，A股铜板块集体走强。当日铜指数收涨3.39%，近一年累计涨幅达45.93%，成分股普遍上涨。　　个股方面，精艺股份（002295.SZ）、北方铜业（000737.SZ）涨停，西部矿业（601168.SH）、江西铜业（600362.SH）、云南铜业（000878.SZ）盘中涨超5%，紫金矿业（601899.SH）、铜陵有色（000630.SZ）等多只个股跟涨。　　国际铜价同步走高。9月8日...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2665212463?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-09-08 17:56","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2665212463","market":"us","top_or_hot":-1,"title":"铜价再创新高！A股铜板块集体走强，21家产业链公司上半年合计净赚超627亿元","media":"时代周报","content":"<div>\n<p>9月8日，A股铜板块集体走强。当日铜指数收涨3.39%，近一年累计涨幅达45.93%，成分股普遍上涨。　　个股方面，精艺股份（002295.SZ）、北方铜业（000737.SZ）涨停，西部矿业（601168.SH）、江西铜业（600362.SH）、云南铜业（000878.SZ）盘中涨超5%，紫金矿业（601899.SH）、铜陵有色（000630.SZ）等多只个股跟涨。　　国际铜价同步走高。9月8日...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202609083868152681.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>铜价再创新高！A股铜板块集体走强，21家产业链公司上半年合计净赚超627亿元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n铜价再创新高！A股铜板块集体走强，21家产业链公司上半年合计净赚超627亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-08 17:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202609083868152681.html><strong>时代周报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月8日，A股铜板块集体走强。当日铜指数收涨3.39%，近一年累计涨幅达45.93%，成分股普遍上涨。　　个股方面，精艺股份（002295.SZ）、北方铜业（000737.SZ）涨停，西部矿业（601168.SH）、江西铜业（600362.SH）、云南铜业（000878.SZ）盘中涨超5%，紫金矿业（601899.SH）、铜陵有色（000630.SZ）等多只个股跟涨。　　国际铜价同步走高。9月8日...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202609083868152681.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SMOG","symbol_name":"VanEck Low Carbon Energy ETF","start_time":0,"source_url":"http://finance.eastmoney.com/a/202609083868152681.html","article_id":"2665212463","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609083868152681.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2665212463","pubTimestamp":1788861401,"columns":[{"name":"A股","id":33,"label_key":"policyRegulatory"}],"sourceInfo":{"source_id":"stock_eastmoney","name":"东方财富"},"weMediaInfo":null,"summary":"9月8日，A股铜板块集体走强。当日铜指数收涨3.39%，近一年累计涨幅达45.93%，成分股普遍上涨。个股方面，精艺股份（002295.SZ）、北方铜业（000737.SZ）涨停，西部矿业（601168.SH）、江西铜业（600362.SH）、云南铜业（000878.SZ）盘中涨超5%，紫金矿业（601899.SH）、铜陵有色（000630.SZ）等多只个股跟涨。","collect":0,"end_time":0,"defaultTopTitle":"eastmoney.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159982":"中证500","399300":"沪深300","SMOG":"VanEck Low Carbon Energy ETF","CPXR":"USCF DAILY TARGET 2X COPPER INDEX ETF","FTGC":"第一信托全球战略商品策略基金","CPER":"美国铜指数基金","BCD":"abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF","NRES":"Xtrackers RREEF Global Natural Resources ETF","CCOM":"Simplify Chinese Commodities Strategy No K-1 ETF","RSPM":"Invesco S&P 500 Equal Weight Materials ETF","COPJ":"SPROTT JUNIOR COPPER MINERS ETF","CATG":"2倍做多CAT ETF-Leverage Shares","NANR":"SPDR S&P North American Natural Resources ETF","DBB":"基础金属ETF-PowerShares","COPP":"Sprott Copper Miners ETF","UCOP":"PROSHARES ULTRA COPPER K-1 FREE ETF","SETM":"Sprott Critical Materials ETF","EPU":"ISHARES MSCI PERU AND GLOBAL EXPOSURE ETF","EVMT":"Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF","COPX":"铜矿ETF-Global X","HARD":"SIMPLIFY COMMODITIES STRATEGY NO K-1 ETF","XLBI":"The Materials Select Sector SPDR Premium Income Fund","PWER":"Nomura Energy Transition ETF","COMD":"Global X Commodity Strategy ETF","EMET":"VanEck Copper and Green Metals ETF","03188":"华夏沪深三百","GSG":"iShares S&P GSCI Commodity-Indexed Trust","ECH":"iShares MSCI Chile ETF","COMT":"iShares GSCI Commodity Dynamic Roll Strategy ETF","XLBX":"Corgi U.S. Materials 2x Daily ETF","ERO":"Ero Copper","COPZ":"Defiance Daily Target 2X Long Copper ETF","UCIB":"ETRACS CMCI Total Return ETN Series B","CSNR":"Cohen & Steers Natural Resources Active ETF","CMCI":"Vaneck Cmci Commodity Strategy Etf","TURF":"T. Rowe Price Natural Resources ETF","TRFM":"AAM Transformers ETF","UYM":"基础材料指数ETF-ProShares两倍做多","ZSC":"USCF SUSTAINABLE COMMODITY STRATEGY FUND","FLLA":"Franklin FTSE Latin America ETF","VAW":"Vanguard Materials ETF","BCIM":"abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF","KCOP":"Kurv Copper & Mining Enhanced Income ETF","BCI":"abrdn Bloomberg All Commodity Strategy K-1 Free ETF","ION":"PROSHARES S&P GLOBAL CORE BATTERY METALS ETF","XME":"金属与采矿指数ETF-SPDR","NBCM":"NEUBERGER BERMAN COMMODITY STRATEGY ETF","ISTM":"iShares Strategic Metals ETF","CMDY":"iShares Bloomberg Roll Select Commodity Strategy ETF","OTGL":"OTG Latin America ETF"},"translate_title":"Copper prices hit a new high! The A-share copper sector collectively strengthened, with 21 companies across the industry chain earning a combined net profit of over 62.7 billion yuan in the first half of the year.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159982":1.5,"399300":1.5,"EVMT":1.5,"CATG":1.5,"03188":1.5,"ECH":1.5,"EMET":1.5,"SMOG":1.5,"CPER":1.5,"SETM":1.5,"ERO":1.5,"PWER":1.5,"FTGC":1.5,"ION":1.5,"XLBI":1.5,"XME":1.5,"BCD":1.5,"DBB":1.5,"NBCM":1.5,"RSPM":1.5,"TRFM":1.5,"BCIM":1.5,"COMD":1.5,"COMT":1.5,"GSG":1.5,"COPP":1.5,"COPZ":1.5,"EPU":1.5,"CMCI":1.5,"CSNR":1.5,"HARD":1.5,"UYM":1.5,"NRES":1.5,"ISTM":1.5,"OTGL":1.5,"FLLA":1.5,"TURF":1.5,"UCIB":1.5,"KCOP":1.5,"COPX":1.5,"COPJ":1.5,"BCI":1.5,"CPXR":1.5,"VAW":1.5,"CCOM":1.5,"XLBX":1.5,"ZSC":1.5,"NANR":1.5,"CMDY":1.5,"UCOP":1.5},"content_text":"9月8日，A股铜板块集体走强。当日铜指数收涨3.39%，近一年累计涨幅达45.93%，成分股普遍上涨。　　个股方面，精艺股份（002295.SZ）、北方铜业（000737.SZ）涨停，西部矿业（601168.SH）、江西铜业（600362.SH）、云南铜业（000878.SZ）盘中涨超5%，紫金矿业（601899.SH）、铜陵有色（000630.SZ）等多只个股跟涨。　　国际铜价同步走高。9月8日，伦敦金属交易所（LME）铜价盘中最高触及14635美元/吨，创历史新高。截至发稿，报14589美元/吨，涨0.55%，年内累计涨幅超过17%。　　针对铜价上涨原因，方正证券金属新材料首席分析师甘嘉尧指出，非美地区现货供应偏紧、国内库存持续处于低位，对铜价形成较强支撑；与此同时，市场围绕美联储货币政策预期持续博弈，流动性预期变化也成为推动铜价走强的重要宏观因素。　　在铜价高位运行的背景下，铜产业链上市公司整体交出了相对亮眼的半年报成绩。　　21家公司合计净赚627.76亿元，企业间盈利存差异　　据Wind数据，“铜产业指数”共有21家上市公司。2026年上半年，20家公司实现盈利，1家公司出现亏损。21家公司合计实现归母净利润627.76亿元。　　从盈利规模来看，紫金矿业上半年实现归母净利润391.70亿元，同比增长68.17%，位居板块首位；江西铜业、西部矿业分别实现归母净利润86.32亿元、41.69亿元，同比分别增长106.77%、123.03%。三家公司合计实现归母净利润519.71亿元，占整体“铜产业指数”公司归母净利润总额的八成以上。　　铜陵有色上半年实现归母净利润29.93亿元，同比增长107.93%，同样实现翻倍增长。云南铜业、盛屯矿业（600711.SH）分别实现归母净利润18.97亿元、18.04亿元，均超过10亿元。　　不过，企业之间的盈利表现仍有差异。精艺股份上半年仅实现归母净利润约395.33万元，河钢资源（000923.SZ）则亏损1.29亿元，为“铜产业指数”板块中唯一亏损的公司。　　河钢资源在业绩预告中解释，受南非持续强降雨及区域性洪水影响，子公司帕拉博拉铜业矿井出现积水、部分关键设施受淹，导致铜产品产销停滞、营业收入下降。抢险、排水及设施修复等支出增加，固定运营成本又无法同步缩减，多重因素拖累了公司盈利。　　除上述板块内上市公司，洛阳钼业（603993.SH）、金诚信（603979.SH）、藏格矿业（000408.SZ）等拥有铜矿资产的上市公司，上半年也实现业绩增长。铜产品价格上涨、矿山产能释放及相关投资收益增加，成为盈利改善的重要支撑。　　洛阳钼业上半年实现归母净利润161.52亿元，同比增长86.27%。公司在半年度业绩预告中表示，主营铜产品量价同比双升，钼钨产品价格显著走高，叠加巴西金矿业务并表，推动业绩提升。　　金诚信上半年实现归母净利润16.14亿元，同比增长45.30%。公司目前业绩一方面来自包括矿山工程建设和采矿运营管理业务在内的矿山服务业务，另一方面来自矿山资源开发业务铜精矿、阴极铜、磷矿石等矿产品的销售。　　藏格矿业则通过参股铜矿获得收益。公司上半年实现归母净利润36.38亿元，同比增长102.09%；其中，持股30.78%的巨龙铜业贡献投资收益28.39亿元，相当于同期归母净利润的78.03%。　　供给偏紧支撑铜价，加工费继续下探　　铜矿供应紧张支撑铜价的同时，也给冶炼企业带来原料采购和加工收益压力。　　据Argus研报，矿山供应持续短缺，进一步加剧中国冶炼厂铜精矿原料紧张状况。进口铜精矿加工费继续下探，其中粗炼费（TC）在首次跌破-200美元/吨后继续刷新历史低点。　　9月4日，Argus周度冶炼厂采购TC、RC指数较8月28日分别下降4.40美元/吨、0.44美分/磅；贸易商采购TC、RC指数分别下降3.80美元/吨、0.38美分/磅。　　业内人士表示，加工费持续下行，反映出原料供给相对于冶炼需求偏紧，也意味着冶炼企业即便处于高铜价环境中，利润也未必同步大幅增长。　　新湖期货9月6日发布的铜周报指出，今年以来全球铜矿供应扰动持续，海外炼厂减产压力较大，国内三季度产量预计维持低位；叠加消费端仍有韧性，非美市场现货紧缺压力预计将持续存在。不过，高铜价叠加高升水已对国内部分消费形成抑制，后续仍需关注下游接货情况。　　上海钢联铜行业分析师肖传康向时代周报记者表示，目前铜市场整体仍处于偏紧状态，中长期供需格局依然偏紧。不考虑北美这批次的货物，市场实际处于相对平稳但流动性货物紧张的状态。　　对于后续铜价，新湖期货认为，在基本面支撑下，待宏观情绪好转，铜价有望延续偏强运行，但美国通胀数据及利率预期变化仍可能带来短期冲击。　　“年内价格有再创新高的可能性，尤其是在四季度的中后段，高点刷新的概率较大。”肖传康表示。（文章来源：时代周报）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2665212463","isCrawlerRequest":true}