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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

智利铜业巨头开年遇冷：Codelco 1月产量同比降4%，全球铜供应风险再升级

2025-03-11 09:04:31 来源：北方有色网责任编辑：韩泽楷

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1. 产量数据

同比下降4%：2025年1月产量为102,700吨，而2024年同期数据未明确提及，但根据同比下降比例计算，2024年1月产量约为107,000吨。

行业背景：智利1月全国铜产量也出现下滑，整体同比下降2.1%至426,889吨，部分原因是矿石品位下降和加工成本问题。

2. 产量下降原因

矿石品位问题：多个网页提到，智利铜矿普遍面临矿石品位下降的挑战，直接影响开采效率和产量。

项目延误与运营压力：Codelco近年因矿山事故、建设拖延等问题导致产能受限，2024年产量曾触及25年低点，尽管2025年设定了增长目标，但短期恢复仍存压力。

3. 公司目标与未来展望

2025年产量目标：Codelco计划在2025年实现139.1万至140万吨的铜产量，较2024年的132.8万吨增长约5%-7%。1月的同比下降可能仅是阶段性波动，公司仍致力于通过投资和技术升级提升产能。

投资计划：2025年公司预算投资约47.27亿美元，用于矿山升级和应对低品位矿石问题。

4. 市场影响

全球铜供应：Codelco作为全球最大铜生产商，其产量波动可能加剧市场对铜供应紧张的预期。2024年一季度该公司产量同比下降10%时，曾推动铜价上涨。此次1月数据公布后，需关注后续市场反应及库存变化。

总结

智利国家铜业公司1月产量下滑是多重因素作用的结果，但公司仍维持全年增产目标。未来需关注其矿山改造进展及全球铜价走势。

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