2025年3月12日铝行情日报：供需承压延续弱势消费复苏静待破局

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年3月12日铝行情日报：供需承压延续弱势消费复苏静待破局

2025-03-12 16:36:34 来源：北方有色网责任编辑：管理员

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一、市场动态

本周国内现货铝价延续弱势调整，主要受库存高位与需求复苏不及预期双重压力影响。长江现货铝价较上周同期下跌约 0.9%，华南地区跌幅尤为明显。尽管部分区域现货贴水有所收窄，但下游企业采购情绪谨慎，仅维持刚需补库，市场整体成交活跃度较低。当前铝价仍处年内高位区间，终端消费复苏节奏放缓叠加新投产能释放预期，短期市场观望氛围浓厚。

二、产业链表现

1.加工环节：铝杆加工费报价区域分化显著，华南地区因终端需求支撑维持较高水平，而华北、华东部分地区加工费受库存压力制约，整体上行动力不足。节后铝杆库存去化速度放缓，企业为促成交已出现隐性让利现象。

2.供需结构：云南、广西等地新增电解铝产能逐步落地，3 月预计国内铝锭库存将延续高位运行。下游线缆、建筑等传统领域订单恢复低于预期，光伏、新能源汽车等新兴领域增量有限，铝水转化率提升空间受限。

三、市场展望

短期内铝价仍将面临多重压力：

供应端：新增产能释放叠加前期累库尚未消化，供应压力持续存在；

需求端：房地产、汽车等传统消费领域复苏乏力，新兴领域增量短期内难以弥补缺口；

成本端：氧化铝价格延续弱势，支撑铝价的成本逻辑松动。

预计未来两周铝杆加工费将延续低位震荡，主流地区报价或进一步承压。建议下游企业保持理性备货策略，重点关注库存去化节奏及政策面动向，规避价格波动风险。

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2025年3月12日铝行情日报：供需承压延续弱势 消费复苏静待破局

一、市场动态

二、产业链表现

三、市场展望

有色金属报告推荐

2025年3月12日铝行情日报：供需承压延续弱势消费复苏静待破局