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「2026年3月铜价走势:铜价飙升!泰国生产商在全球市场的新机遇——战争与清洁能源转型时代的铜力量」

Last updated: 2 Mar 2026
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铜价飞跃进入电气化与清洁能源新时代

2026年3月,铜正在成为新时代的“新石油”。由于供应危机以及来自电动车、清洁能源和AI数据中心的强劲需求,铜价持续飙升并创下历史新高。LME市场价格突破 13,000美元/吨,COMEX价格在 6.02–6.11美元/磅,同比上涨 31–33%。

2026年第二季度展望
高盛和花旗集团预测,如果战争扩大并对主要生产国实施制裁,铜价可能触及新的高点 15,000美元/吨。摩根大通则预计全年平均价格为 12,075美元/吨。

推动铜价上涨的关键因素

供应危机:全球库存降至十年来最低,精炼铜缺口超过33万吨
货币政策:美联储预计在2026年降息,美元走弱推动大宗商品价格
新兴产业:电动车使用铜量是燃油车的4倍,AI数据中心和电网需求巨大
投机行为:价格突破历史高位后,投资者大量买入
SO OK TRADING
我们致力于成为连接泰国生产商与全球市场的桥梁。我们不仅追踪铜价趋势,更将市场洞察转化为可执行的战略,帮助合作伙伴建立信任并拓展全球商业机会。

产品供应

铜阴极 (Copper Cathode)
废铜 (Copper Scrap)
联系我们
www.sooktrading.com
sooktrading@outlook.com

 

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