十五五规划强调人工智能产业布局，铜价偏强震荡

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

十五五规划强调人工智能产业布局，铜价偏强震荡

2025-10-29 09:26:51 来源：金源期货责任编辑：韩泽楷

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周二沪铜主力偏强震荡，伦铜确认11000美金阶段性高点，国内近月B结构转向平水，周二电解铜现货市场成交清淡，下游畏高观望氛围浓厚，内贸铜降至贴水55元/吨，昨日LME库存维持13.6万吨。宏观方面：英伟达CEO在GTC大会发表演讲，重点涵盖6G、AI、量子计算和机器人等领域的技术突破，并宣布与美国能源部合作建造最大的AI超算中心，全球人工智能的浪潮正在加速布局和发展，为铜的市场需求提供了广阔的前景。潘功胜强调要大力发展债券市场科技板，深化科创板和创业板改革，推动金融供给侧的结构性改革，持续畅通货币政策传导机制。产业方面：根据路透社调查预计2025年精铜市场将短缺12.4万吨，2026年将短缺15万吨。

随着全球新能源、6G、AI和机器人行业的浪潮加速演进，为铜的需求提供了广阔的应用前景，中国十五五规划强调全面实施人工智能行动，抢占人工智能应用制高点，超大规模的数据中心或进入高速建设周期，基本面来看，精矿紧缺格局依旧，国内电铜产量下滑，非美地区库存偏低，预计短期铜价将维持偏强震荡。

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十五五规划强调人工智能产业布局，铜价偏强震荡

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