托克首席执行官淡化人工智能与国防对铜需求的作用

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

托克首席执行官淡化人工智能与国防对铜需求的作用

2025-10-14 13:28:08 来源：文华财经责任编辑：韩泽楷

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贸易公司托克首席执行官表示，未来十年铜需求仍将主要来自传统应用领域，而非数据中心和国防工业。 Richard Holtum在LME周研讨会上指出，当前金属需求讨论中，国防开支和人工智能(AI)只是“流行词汇”。他强调，今年消费品对铜的需求量将使人工智能领域的铜需求量“相形见绌三倍之多”。 “仅空调系统使用的铜量就超过今年数据中心所需铜量，”Holtum在与伦敦金属交易所首席执行官Matt Chamberlain的对话中强调。 Holtum称：“尽管数据中心和国防领域备受关注，但未来十年铜需求90%仍将来自传统基础设施、建筑、城市化及消费品领域。” Holtum指出，尽管新兴应用将带来显著需求增长，但“国防和人工智能领域获得的关注度与其实际需求量存在一定失衡”。托克公司发言人透露，预计2025年人工智能领域铜需求同比增长约7万吨，而耐用消费品出货量(主要流向新兴市场)将带来25万吨需求增长。未来十年间，托克预测人工智能将贡献100万吨铜需求增长，占同期总需求增幅1000万吨的10%。

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托克首席执行官淡化人工智能与国防对铜需求的作用

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