000878.SZ in “Copper Runs Out at the Mine Gate”
Yunnan Copper Co.,Ltd
Its large smelting footprint is vulnerable when Chinese smelters compete aggressively for insufficient concentrate feedstock.
000878.SZ impact map — “Copper Runs Out at the Mine Gate”
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Jul 20, 2026 – Oct 19, 2026 · 65 sessions
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Full story
Copper Runs Out at the Mine Gate
Electrification demand can be manufactured quickly; new copper deposits cannot.
BEAR side — Its large smelting footprint is vulnerable when Chinese smelters compete aggressively for insufficient concentrate feedstock.
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