UBS Equities-Copper _China smelter cuts confirm supply constraints_ Major-107048291

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📄 文件全名: 《UBS Equities-Copper _China smelter cuts confirm supply constraints_ Major-107048291.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: China smelter run rate from a record ~34ktpa in Feb (SMM refined +11% / 1.1mtpa in
delays rather than a dramatic cut. Smelters typically source 60-80% of conc under
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报告摘要

Global Research and Evidence Lab China smelter focus the market on copper supply constraints Since mid-23, we we have been pivoting towards a more constructive view on copper,

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《UBS Equities-Copper _China smelter cuts confirm supply constraints_ Major-107048291》主要包含哪些内容?

Global Research and Evidence Lab China smelter focus the market on copper supply constraints Since mid-23, we we have been pivoting towards a more constructive view on copper,核心数据:China smelter run rate from a record ~34ktpa in Feb (SMM refined +11% / 1.1mtpa in;delays rather than a dramatic cut. Smelters typically source 60-80% of conc under。

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