On September 15, JIANGXI COPPER fell 3.31% in regular trading to HK$32.74, with turnover of approximately HK$67.84 million, extending a multi-day selloff across the copper sector.

The decline is driven by a confluence of macro headwinds. Reports revealed that the White House has yet to decide on refined copper tariffs, with officials weighing manufacturing cost concerns against domestic mining incentives ahead of midterm elections. The stalled tariff plan dismantled the trans-Pacific copper arbitrage logic that had previously propelled prices to record highs, triggering a sharp unwind in tariff-expectation premiums. LME and COMEX copper prices each plunged over 4% following the news.

Compounding the pressure, US August PPI accelerated to 5.4% year-on-year, exceeding expectations, while core CPI also surprised to the upside. Market pricing for a September Fed rate hike surged to approximately 90%, strengthening the US dollar and further weighing on copper. Within the Copper sector, CHINFMINING fell 2.34%, CDAYENONFER fell 4.14%, and JINXUN RESOURCE fell 1.38%, reflecting broad-based weakness.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)