2025铜权争夺战：中印非资源博弈升级，绿铜供应链重构加速

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

2025铜权争夺战：中印非资源博弈升级，绿铜供应链重构加速

2025-07-18 09:49:39 来源：文华财经责任编辑：韩泽楷

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目前印度对赞比亚铜矿资源兴趣显著升温。今年3月，印度国有企业收购赞比亚西北省一处9000平方公里新矿权，拟开展铜钴勘探。近日印度地质调查局(GSI)团队已进驻评估商业潜力，勘探周期规划三年，矿石样本将全部运回印度国家实验室分析。此举与印度最新矿业战略深度契合。该国正通过**"冶炼厂换股权"政策**吸引国际矿企：向外资巨头提供在印建设冶炼厂/精炼厂的激励措施，同时由印度国企置换其海外矿业资产股权。据报道，智利国家铜业(Codelco)、必和必拓(BHP)等已被列为重点合作对象。外资在印度建立铜加工设施后，印度国企将投资其海外矿山，构建"资源-加工-市场"一体化供应链。印度现为全球第二大精炼铜进口国，2025财年前三季度进口量达120万吨(同比增长4%)。预计2030年国内铜需求缺口将扩大300万吨。印度政府长期战略明确：通过多元化供源与海外资产并购保障铜资源安全。

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2025铜权争夺战：中印非资源博弈升级，绿铜供应链重构加速

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