华福证券：中期矿端短缺难以缓解长期铜价仍有上涨动力

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智通财经APP获悉，华福证券发布研报称，短期看，低加工费水平下冶炼端减产或使电铜短期供给压力凸显，利好铜价；中期看，美联储降息确定性强，叠加矿端短缺难以缓解，支撑铜价中枢上移；长期看，新能源需求强劲将带动供需缺口拉大，铜价仍有上涨动力。个股：推荐紫金矿业(601899.SH)、金诚信(603979.SH)、洛阳钼业(603993.SH)、北方铜业(000737.SZ)，关注五矿资源(01208)、...

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华福证券：中期矿端短缺难以缓解 长期铜价仍有上涨动力

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华福证券：中期矿端短缺难以缓解长期铜价仍有上涨动力