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长江有色：11日铜价大涨 下游接货依旧表现谨慎_蜘蛛资讯网

春晚彩排的明星

，国内铜精矿现货加工费持续处于负值区间，上期所铜库存周度下降5.57%至18.13万吨，创四个月新低，对铜价形成强支撑。需求端，尽管5月步入传统消费淡季，但铜箔、铜杆开工率仍维持相对乐观。新兴领域如储能、AI算力基建及新能源汽车持续高增，4月新能源汽车销量同比增长9.7%，渗透率达53.2%。　　现货市场，持货商有意挺价，但受发票问题及高铜价抑制，下游接货谨慎，整体成交受限。　　综合来看，地缘冲突

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