“反内卷” 政策为有色行业破局注入新动能

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

“反内卷” 政策为有色行业破局注入新动能

2025-07-11 17:08:03 来源：北方有色网责任编辑：王欣悦

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当前，我国有色行业深陷“内卷”困局，“反内卷”政策为其破局带来新动能。

国信期货首席分析师顾冯达指出，行业“内卷”源于资源端与制造端结构性失衡。我国镍、钴、锂等关键矿产对外依存度超70%，下游加工产能却占全球80%以上，“两头在外”导致企业“越亏损越生产”。

“反内卷”政策多维度发力。资源端推进“增储上产”，五矿资本等研究深海采矿；铜精矿加工费跌至极值，冶炼厂联合减产，矿端压力向锭端传导。

制造端，能耗与碳排放门槛淘汰低效产能，电解铝电耗受限，产能向绿电区转移，成本降低；政策引导企业转向高附加值领域，推动产业升级。

需求侧有积极变化，电网投资、光伏用铜量增长对冲地产链弱势，政策将强化高端领域需求，推动消费模式转型。

政策促使有色定价体系重构为期现融合机制。顾冯达提出“资源自主+技术壁垒+绿色认证”路径，包括西藏铜基地建设、发展高端材料、绿电自供等。

中国（香港）金融衍生品投资研究院院长王红英认为，长期产业结构将优化，高端产能扩容，低端出清，工艺升级。

对于政策实施挑战，王红英提醒部分企业减产意愿不足，需坚持绿色发展，淘汰低端产能，统一监管标准，推动企业协同发展。

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“反内卷” 政策为有色行业破局注入新动能

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