基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极电解液隔膜隔膜电解液电芯

零加工费引爆铜业巨震三菱材料拟减产Onahama冶炼厂日本行业集体承压

2025-08-05 09:39:54 来源：北方有色网责任编辑：韩泽楷

分享到：

打印

复制链接

日本三菱材料(Mitsubishi Materials)于8月5日声明，因加工精炼费(TC/RCs)持续下滑侵蚀利润，正考虑缩减其Onahama冶炼精炼厂的铜精矿加工业务。该公司强调，矿商提出的TC/RCs条件不断恶化，将进一步挤压冶炼利润率。为提升盈利能力，需提高再生原料使用比例，并转向受TC/RCs波动影响较小的原料类型。三菱材料计划在10月至11月设备维护期后，评估部分停产生产设施的可能性，同步削减该厂铜精矿处理量。此次行动呼应了日本冶炼行业的连锁反应——6月JX Advanced Metals(日本最大铜企泛太平洋铜业母公司)已因矿石采购条款恶化宣布减产。日本矿业协会会长暨三菱材料总裁Tetsuya Tanaka上月警告，本土冶炼商在年中与全球矿商的TC/RCs谈判中陷入僵局，明确拒绝接受中国同行同意的极端低价条款。谈判矛盾核心在于中国冶炼厂与智利矿商Antofagasta达成的零费率协议(TC 0美元/吨、RC 0美分/磅)。该费率被列为行业基准，较2025年长协基准价(21.25美元/吨、2.125美分/磅)暴跌100%。Tanaka指出，此费率导致非中国冶炼厂面临巨大盈利压力，迫使日本企业寻求战略转型。

免责声明
北方有色网提供的信息仅供参考，不作为决策建议，客户需自主判断决策，并自行承担相关后果。本报告版权归北方有色网所有，仅限客户自身使用。如需引用，须联系申请授权；未经书面许可，任何机构或个人不得以任何形式传播、发布、篡改本报告。北方有色网保留追究任何侵权行为法律责任的权利。

日报

更多+

▪2025年12月18日钴市场日报[12-18]

▪2025年12月18日钛市场日报[12-18]

▪2025年12月18日稀土市场日报[12-18]

▪2025年12月18日锌市场日报[12-18]

▪2025年12月18日电解铝市场日报[12-18]

周报

更多+

▪《锆市场周报》第50周（12.8-12.12）[12-16]

▪《铜市场周报》第50周（12.8-12.12）[12-15]

▪《电解铝周报》第50周（12.8-12.12)[12-15]

▪《铅锌周报》第50周（12.8-12.12)[12-15]

▪《钛市场周报》第50周（12.8-12.12）[12-15]

研究报告

更多+

▪碳酸锂价格有望高位震荡-2025年11月碳酸锂月报[12-08]

▪《锌市场月报》第11月（10.1-10.30)[12-08]

▪《铝市场月报》第11月（11.1-11.30）[12-05]

▪《钛市场月报》第11月（11.1-11.30）[12-05]

▪《钛市场月报》第10月（10.1-10.31）[11-20]

主编视角

更多+

▪主编视角：稀土元素——半导体行业进步的多重推进器[11-21]

▪主编视角：钼金属——半导体微型化的新引擎[11-21]

▪刚果（金）“掐住”钴咽喉，中国新能源如何破局？[11-20]

▪印尼按下“暂停键”，全球镍产业迎来大变局？[11-20]

▪Empire Metals公司在吉隆坡TZMI大会展示Pitfield钛项目，揭示全球钛产业新焦点[11-14]

热点

更多+

▪投资5亿！武汉6万吨铁锂电池回收项目投产，干法技术领跑行业[12-18]

▪2025光伏行业盈利改善亏损持续收窄[12-18]

▪封关启幕：金融“活水”筑牢海南自贸港开放基石[12-18]

▪印尼拟大幅下调2026年镍矿产量目标[12-18]

▪深圳27人走私管制金属锑锭166余吨出境主犯被判12年[12-18]

基本文件流程错误 SQL 调试

/websites/wwwroot/cmcc/public/index.php ( 0.75 KB )
/websites/wwwroot/cmcc/thinkphp/start.php ( 0.72 KB )
/websites/wwwroot/cmcc/thinkphp/base.php ( 2.60 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Loader.php ( 21.07 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Error.php ( 3.75 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Config.php ( 6.38 KB )
/websites/wwwroot/cmcc/thinkphp/convention.php ( 10.37 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/App.php ( 21.51 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Request.php ( 49.78 KB )
/websites/wwwroot/cmcc/application/config.php ( 10.22 KB )
/websites/wwwroot/cmcc/application/database.php ( 1.96 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Hook.php ( 4.71 KB )
/websites/wwwroot/cmcc/application/tags.php ( 0.96 KB )
/websites/wwwroot/cmcc/application/common.php ( 28.86 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Env.php ( 1.21 KB )
/websites/wwwroot/cmcc/thinkphp/helper.php ( 17.30 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Lang.php ( 7.41 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Log.php ( 6.05 KB )
/websites/wwwroot/cmcc/thinkphp/lang/zh-cn.php ( 11.81 KB )
/websites/wwwroot/cmcc/application/route.php ( 2.86 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Route.php ( 60.23 KB )
/websites/wwwroot/cmcc/application/index/controller/News.php ( 29.18 KB )
/websites/wwwroot/cmcc/application/index/controller/Base.php ( 3.63 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Controller.php ( 6.07 KB )
/websites/wwwroot/cmcc/thinkphp/library/traits/controller/Jump.php ( 4.90 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/View.php ( 6.77 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/view/driver/Think.php ( 5.64 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Template.php ( 44.90 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/template/driver/File.php ( 2.24 KB )
/websites/wwwroot/cmcc/application/common/library/RedisUtil.php ( 0.83 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Cache.php ( 6.10 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/cache/driver/Redis.php ( 6.54 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/cache/Driver.php ( 5.98 KB )
/websites/wwwroot/cmcc/application/admin/model/Para.php ( 0.09 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Model.php ( 69.14 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Db.php ( 6.67 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/connector/Mysql.php ( 3.89 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/Connection.php ( 29.97 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/Query.php ( 93.77 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/builder/Mysql.php ( 4.53 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/Builder.php ( 31.55 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Debug.php ( 7.13 KB )
/websites/wwwroot/cmcc/application/admin/model/News.php ( 3.74 KB )
/websites/wwwroot/cmcc/application/admin/model/Cate.php ( 0.59 KB )
/websites/wwwroot/cmcc/application/admin/model/Admin.php ( 0.09 KB )
/websites/wwwroot/cmcc/application/common/consts/NewsConst.php ( 0.28 KB )
/websites/wwwroot/cmcc/application/admin/model/IndexCate.php ( 0.45 KB )
/websites/wwwroot/cmcc/runtime/temp/ae754a079b49dad486f0fa457bc10d5b.php ( 131.67 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Url.php ( 12.72 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Response.php ( 8.28 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/debug/Html.php ( 4.17 KB )

[ DB ] CONNECT:[ UseTime:0.000493s ] mysql:host=127.0.0.1;port=3306;dbname=ysscdb;charset=utf8mb4
[ SQL ] SHOW COLUMNS FROM `tb_para` [ RunTime:0.000730s ]
[ SQL ] SELECT * FROM `tb_para` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000468s ]
[ SQL ] SHOW COLUMNS FROM `tb_news` [ RunTime:0.000644s ]
[ SQL ] SELECT * FROM `tb_news` WHERE `id` = 4490 LIMIT 1 [ RunTime:0.000436s ]
[ SQL ] SHOW COLUMNS FROM `tb_cate` [ RunTime:0.000542s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 102 LIMIT 1 [ RunTime:0.000390s ]
[ SQL ] SHOW COLUMNS FROM `tb_admin` [ RunTime:0.000541s ]
[ SQL ] SELECT * FROM `tb_admin` WHERE `id` = 5 LIMIT 1 [ RunTime:0.000381s ]
[ SQL ] SELECT `id`,`title`,`url` FROM `tb_news` WHERE `cate_id` = 98 ORDER BY `submit_date` DESC LIMIT 10 [ RunTime:0.004382s ]
[ SQL ] SHOW COLUMNS FROM `tb_index_cate` [ RunTime:0.000621s ]
[ SQL ] SELECT * FROM `tb_index_cate` WHERE `cate_aid` = 1 ORDER BY `sortid` ASC [ RunTime:0.000437s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=10 and cate_cid=27 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=113 and mode02=-1 and mode03=941 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.000515s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 10 LIMIT 1 [ RunTime:0.000343s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=11 and cate_cid=38 and area_aid=1 and area_bid=14 and area_cid=91 and mode01=184 and mode02=621 and mode03=1095 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.000396s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 11 LIMIT 1 [ RunTime:0.000346s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=12 and cate_cid=46 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=325 and mode02=-1 and mode03=1231 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.000401s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 12 LIMIT 1 [ RunTime:0.000290s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=13 and cate_cid=49 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=377 and mode02=696 and mode03=1275 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.000386s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 13 LIMIT 1 [ RunTime:0.000287s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=14 and cate_cid=54 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=419 and mode02=-1 and mode03=1400 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.000441s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 14 LIMIT 1 [ RunTime:0.000281s ]
[ SQL ] SHOW COLUMNS FROM `tb_advert` [ RunTime:0.000498s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000327s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 10 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 8 [ RunTime:0.001441s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 11 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 8 [ RunTime:0.001357s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 2 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 6 [ RunTime:0.001390s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 12 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 5 [ RunTime:0.001352s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 13 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 5 [ RunTime:0.001351s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 3 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 6 [ RunTime:0.001386s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 10 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001668s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 11 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001360s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 12 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001258s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 13 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001229s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 14 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001386s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 19 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001826s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 15 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001387s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 16 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001348s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 17 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001298s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 3 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001445s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 48 LIMIT 1 [ RunTime:0.000383s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 49 LIMIT 1 [ RunTime:0.000362s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 50 LIMIT 1 [ RunTime:0.000369s ]
[ SQL ] SELECT * FROM `tb_para` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000470s ]

零加工费引爆铜业巨震 三菱材料拟减产Onahama冶炼厂 日本行业集体承压

零加工费引爆铜业巨震三菱材料拟减产Onahama冶炼厂日本行业集体承压