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

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镁
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 APT(仲钨酸铵)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硒
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硅

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镁

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 APT(仲钨酸铵)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硒

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硅

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

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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。

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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

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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