分析：2026年铜或面临结构性短缺，价格或将保持强劲

GateNews

2025-12-29 09:03:35

PANews 12月29日消息，2025年铜价上涨超30%，12月更是突破每吨12,000美元的历史新高，创下2009年以来的最大年度涨幅。分析师预计，全球向可再生能源转型、电气化及AI数据中心建设热潮将持续推动铜需求增长，2026年价格或将保持强劲。 StoneX高级金属需求分析师Natalie Scott-Gray表示，高铜价或导致制造商转向替代品，部分非必要领域需求可能受抑制。Marex基本金属策略师Alastair Munro指出，市场广泛预期2026年起将出现结构性铜短缺。此外，美国关税政策引发大量铜涌入，Comex库存攀升至历史新高，而欧洲LME库存降至不足2万吨，形成区域性供需紧张。Benchmark Mineral Intelligence分析师Albert Mackenzie认为，美国库存激增点燃了供应担忧情绪。麦格理集团策略师Alice Fox则预测，2026年铜价将继续维持高位。此前消息，伦敦铜价突破每吨12000美元，再创历史新高。

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