> 数据图表谁知道铜矿未来预期：上市矿企2026年生产指引同比转负2026-8-4铜矿未来预期：上市矿企2026年生产指引同比转负• 据上市矿企2026年生产指引，铜矿供应同比将减少6万吨，减量主要来自BHP、Freeport、Rio Tinto等头部矿企。表：上市矿企2026年生产指引同比转负企业/矿（单位：千吨）BHPFreeportCodelcoSouthern CopperGlencoreRio TintoZijinKGHMAnglo AmericanAntofagastaCMOCIvanhoeMMGNornickelTeckFirst QuantumValeKAZLundinHudbayBarrick GoldSandfireAtalayaPT ammanCapstoneBolidenERO Copper总计20252013.701534.501307.20956.22851.60734.671085.13540.20695.20653.67741.15214.32506.46495.52453.51395.77382.40369.7087.03117.65220.00158.5748.1694.80224.7677.9464.3115024.132026E1725.001386.631344.00915.40840.00657.351200.00537.70730.00675.00790.00172.21510.50417.00492.50440.00365.00322.50124.00205.00105.0052.00219.99215.0072.502026E下限2026E上限1650.001386.631331.00915.40810.00629.801200.00537.70700.00650.00760.00161.10493.00405.00455.00405.00350.00310.00110.00190.0099.0050.00219.99200.0067.501800.001386.631357.00915.40870.00684.911200.00537.70760.00700.00820.00183.32528.00429.00530.00475.00380.00335.00138.00220.00111.0054.00219.99230.0077.502026E变化-288.70-147.8736.80-40.82-11.60-77.31114.87-2.5034.8021.3348.85-42.114.04-78.5239.0044.23-17.40235.476.35-15.00-53.573.84125.19-9.768.19-62.21数据来源：公司公告，东吴证券研究所9东吴证券综合其他
