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市场新闻

Chile's Codelco copper production up 10% in August

Chile's Codelco copper production up 10% in August SANTIAGO, Oct 10 (Reuters) - Chilean state miner Codelco COBRE.UL produced 10.1% more copper in August compared to a year earlier, the Andean country's Cochilco copper commission said on Thursday, producing 125,300 tons while other major miners saw mixed results. The BHP-controlled Escondida BHP.AX mine saw production rise 15.5% to 105,300 tons.
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China's Tongling to delay copper output at new plant until H2 2025, sources say

EXCLUSIVE -China's Tongling to delay copper output at new plant until H2 2025, sources say Copper giant Tongling will delay production of its new plant by six months The 500,000 tpy copper plant is the biggest project in China in over a decade Challenges the long-held belief of Chinese state-owned enterprises not caring about losses Shortage of mined copper material raise doubts on the rest of smelting expansion plans By Julian Luk and Mai Nguyen LONDON/HANOI, Oct 10 (Reuters) - Chinese copper g
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Top of the Street: Anglo American, Boliden, Brenntag, Wacker Chemie

BUZZ-Top of the Street: Anglo American, Boliden, Brenntag, Wacker Chemie A round-up of notable broker activity this morning from Europe's top-ranked* analysts: ** Stifel raises German chemicals distributor Brenntag BNRGn.DE to "buy" from "hold" citing a potential upside to the stock price, and says it expects 2025 to be the second year of earnings recovery for the diversified chemicals sector ** J.P.Morgan cuts Anglo American AAL.L to "neutral" from "overweight" and Boliden BOL.ST to "underweigh
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JPM says US election risk not yet reflected in metal prices

BUZZ-JPM says US election risk not yet reflected in metal prices ** J.P.Morgan says that while industrial metal prices have priced in China's monetary policy easing, they do not yet reflect tariff risks if Donald Trump wins the U.S. presidential election ** It points to the previous Trump administration's trade protectionism and the 25% tariffs on U.S.
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Anglo American, Boliden, Central Asia Metals

EUROPE RESEARCH ROUNDUP-Anglo American, Boliden, Central Asia Metals Oct 10 (Reuters) - Securities analysts revised their ratings and price targets on several European companies including Anglo American, Boliden and Central Asia Metals, on Thursday. HIGHLIGHTS * Anglo American AAL.L : JP Morgan cuts to neutral from overweight * Boliden AB BOL.ST : JP Morgan cuts to underweight from neutral * Central Asia Metals Plc CAML.L : Berenberg cuts to hold from buy * Fevertree Drinks Plc FEVR.L : Exane BN
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