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今年全球铜需求估计约为2200-2300万吨，而中国占其中半数。
受中国国家能源局颁布的铝合金电缆行业新标准影响，明年中国铜需求增幅可能损失约一半。新标准规范了低压铝合金电缆的使用。
高盛称，低压电缆过去一直以铜为原料，而新标准出台后，鉴于国内铜价是国内铝价的3.4倍，厂家可以改用铝合金。
“这使得我们对2016年中国铜需求增长4%的预测面临进一步降低的风险。”
