【SMM Notícias Rápidas do Cobre】A Mitsui Kinzoku do Japão está expandindo a capacidade de produção de folha de cobre eletrolítico devido à forte demanda por produtos relacionados à IA.

[SMM Shanghai spot copper] Looking ahead to tomorrow, downstream users will still mainly make just-in-time procurement, but inquiries and transaction enthusiasm during the day improved compared to the earlier period, and purchase sentiment rebounded continuously, providing some support to spot premiums. Approaching month-end, some traders and suppliers still have demand to replenish cargoes with invoices dated this month, with relatively strong purchase willingness. However, low-priced cargoes are hard to find in the market, and offers for standard-quality copper with invoices dated this month remain at a premium of around 300 yuan/mt. Meanwhile, offers for cargoes with invoices dated next month and non-registered copper are relatively lower, and the price spread between invoices and brands remains pronounced. Overall, supported by moderate just-in-time procurement from downstream, month-end demand for invoice replenishment, and limited availability of low-priced cargoes, Shanghai spot copper against the 2608 contract is expected to maintain a premium tomorrow, with its overall center possibly edging up steadily.