CITIC Securities says news of a Democratic Republic of Congo copper concentrate
export ban could further fuel bullish sentiment and push copper prices above
$15,000/tonne. With cooling US rate‑hike expectations, frequent mine‑side
disruptions and continued US draws on global copper inventories, CITIC expects
valuation and earnings rerating across the copper sector and recommends
producers with high‑quality copper assets and clear production‑growth
trajectories.