我国是铜消费大国,遵循以往的轨迹,国际铜价似乎在期待中国需求的救赎,但随着我国今年以来一系列的产业政策影响以及前段时间产能过剩等原因,这一固有模式似乎要被打破。由期盼需求回升带动价格涨势到担忧需求疲弱将继续打压市场。 China is a copper consumption power. Following the previous track, the international copper price seems to be looking forward to China’s demand for redemption. However, with the series of industrial policies this year and the overcapacity in the previous period, this inherent model seems to be breaking down. Driven by the expected rise in demand driven by rising prices to worry about weak demand will continue to suppress the market.