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【观点】申银万国：铜精矿供应紧张，铜价中期可能偏强波动_我的网站

A |     铜：夜盘铜主力合约收涨0.67%。

B |     (ECNS) -- Yingkou, a coastal city in northeast China’s Liaoning Province, has developed a global jellyfish industry chain, with its products exported to more than 30 countries and regions.    Located where the Daliao River meets the Bohai Sea, Yingkou has favorable conditions for jellyfish production, including suitable water temperatures, salinity and abundant natural feed.        The city’s jellyfish industry now supports nearly 50,000 workers across breeding, harvesting, processing and trade.    Large-scale harvesting and processing began in the late 1980s, but exports were long limited to raw materials with little brand recognition. Since 2018, the China (Yingkou) Jellyfish Festival has helped promote products and strengthen overseas market presence.    Today, Yingkou processes more than 230,000 metric tons of finished jellyfish annually, with demand shifting toward ready-to-use products for restaurants and supermarkets. Local authorities are working with research institutions to upgrade deep processing and standardize production among small-scale operators.    Since 2020, Yingkou has released 520 million jellyfish seedlings into coastal waters, generating an output-input ratio of more than 11:1 while supporting marine resource conservation and fishermen’s incomes.    (By Helen Mo, intern Liu Shuangjing)                         。精矿供应延续紧张状态，冶炼利润处于盈亏边缘，冶炼产量虽环比回落，但总体延续高增长。国家统计局数据显示，光伏和风电新增装机负增长，汽车产销和地产负增长，家电排产下降。近期矿山扰动事件增多，铜价中期可能偏强波动。关注美元、铜冶炼产量和下游需求等变化。

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Published on:09:18:35