摘要
全球经济继续维持低速增长,在美联储加息背景下各国积极应对,中国经济转型换挡,步入中速增长新常态。中国经济增速放缓一方面给制造业带来沉重压力,另一方面也给制造业带来转型蜕变的机遇。融资铜和货币贬值因素继续抑制铜进口,铜行业供给侧改革将进一步减少市场供应,市场预期的过剩并未到来。2015年铜原料端正处于去库存阶段,2016年随着改革红利释放,铜原料及精铜的短缺极易出现。电动汽车、城市地下管线、电网投资等领域的市场需求,并配合"中国制造2025"的实施将长期提振铜消费。
The global economic growth continues to maintain its low speed. Under the circumstances of the interest-rates-raise proposed by the Federal Reserve in the United States with positive responses towards it around the world, Chinese economy transition has shifted into a new situation of growing in a medium speed. The slowdown of the Chinese economic growth has brought severe pressure to the manufacturing industry; on the other hand, it has offered opportunities for the transition of the manufacturing industry. The copper surplus expected by the market will not appear as the copper import will continue be inhibited by the financing copper and currency depreciation. Additionally, the reform on the copper supply aspect will reduce the copper market supply. The copper raw materials in 2015 are under the destock stage. In 2016, the shortage of copper raw materials and refined copper will easily appear affected by the reform outcomes. The copper consumption will be increased by the investment of electric vehicles, urban underground pipelines, and power grids along with the implementation of the plan ＂Made in China 2025＂.
出处
《铜业工程》
CAS
2016年第1期1-5,共5页
Copper Engineering
关键词
铜价
经济
转型
去库存
短缺
copper price
economy
transition
destock
shortage
