中国工业产出超过预测,铜价上升,尽管GDP增长放缓,中国长期铜需求预计会下降。 Chinese industrial output beat forecasts, lifting copper prices despite slowing GDP growth and projected decline in China’s long-term copper demand.

上海铜在星期一随着中国9月的工业产出超过预测而上升,尽管GDP增长放缓到一年的低点。 Shanghai copper rose on Monday as China’s September industrial output beat forecasts, though GDP growth slowed to a one-year low. 铜价在上海和伦敦交易中都攀升,而中国的长期铜需求量预计到2031年将下降6%,因为基础设施的扩张有所减缓。 Copper prices climbed on both the Shanghai and London exchanges, while China’s long-term copper demand is expected to decline by 6% by 2031 due to reduced infrastructure expansion. 与此同时,预计美国和印度的需求将激增,美国增长近50%,印度增长超过30%,其动力来自电网现代化、AI数据中心和可再生能源目标。 Meanwhile, U.S. and Indian demand are projected to surge, with the U.S. seeing nearly 50% growth and India over 30%, driven by grid modernization, AI data centers, and renewable energy goals. 中国占全球铜消费量的比例预计到2031年将从57%下降到52%,反映出向更多样化的全球市场的转变。 China’s share of global copper consumption is forecast to drop from 57% to 52% by 2031, reflecting a shift toward a more diversified global market.