终结者2
【观点】申银万国:铜精矿供应紧张,铜价中期可能偏强波动_我的网站

一 | MEXICO CITY -- Five men were killed in a fight between inmates at a prison in Mexico’s Gulf coast state of Tabasco, authorities said Friday.Four of the five inmates killed in the riot late Thursday were on trial or serving sentences for rape, homicide or other violent crimes, the state police department said. Police said control of the prison had been regained, and that nobody else had been injured or escaped. About 16 prisoners were detained in relation with the killings. The police department blamed a “fight between groups” from different cell blocks. But photos and videos apparently made by inmates and posted on social media suggested the dead men may have been killed in retaliation for extorting money from fellow inmates.If confirmed, it would not be the first time that prisons in Mexico have erupted in violence for similar reasons. Inmates who are apparently connected to gangs with members on the outside routinely try to demand protection payments from prisoners. The gangs threaten prisoners or their families with violence to enforce payment demands.In 2022, 56 inmates were injured in a mass brawl at the Apodaca prison, just outside the northern city of Monterrey, which involved complaints that some prisoners were trying to extort money from others.It is part of a broader problem in Mexico in which people still on trial are often held in the same prisons with convicted inmates. Moreover, the poor supervision of many Mexican prisons often allow inmates to essentially control parts of the facilities.。

二 | 铜:夜盘铜主力合约收涨0.67%。精矿供应延续紧张状态,冶炼利润处于盈亏边缘,冶炼产量虽环比回落,但总体延续高增长。国家统计局数据显示,光伏和风电新增装机负增长,汽车产销和地产负增长,家电排产下降。近期矿山扰动事件增多,铜价中期可能偏强波动。

三 | 关注美元、铜冶炼产量和下游需求等变化。

四 |
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