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
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
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

2025年3月26日铝棒市场日报：铝棒市场供需格局生变新能源需求激活产业新动能

2025-03-26 16:50:51 来源：北方有色网责任编辑：管理员

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市场综述
3 月 26 日，国内铝市呈现震荡整理格局，沪铝主力合约在关键阻力位附近波动，市场多空博弈加剧。宏观层面，国内外经济数据分化影响市场情绪，美国消费者信心指数降至新低，加剧市场对经济衰退的担忧，而国内政策加码扩大内需，房地产首付比例下调等举措提振市场信心。氧化铝期货震荡偏强，现货市场虽面临供应过剩压力，但几内亚铝土矿发运下滑等因素对成本端形成一定支撑。

市场驱动因素

政策与宏观经济：国内财政政策发力稳增长，房地产政策优化推动楼市成交回暖，有望带动铝消费企稳。同时，全球贸易政策不确定性犹存，关税调整预期影响市场情绪。

产业链协同：氧化铝产能调整与铝土矿供应扰动交织，成本端支撑与过剩压力并存。铝棒库存压力凸显中下游需求分化，企业需加速产品结构升级，以适应新兴领域需求。

新兴领域需求：光伏、新能源汽车等行业快速发展，对铝基材料的需求持续增长。企业加大在再生铝合金、免热合金等高端产品的研发投入，抢占市场先机。

后市展望
短期内，铝市将延续震荡格局，上方阻力与下方支撑均较为明显。供应端铝棒库存压力与需求端新兴领域增长形成博弈，需关注库存消化进度及下游需求复苏的持续性。中长期看，随着全球 “双碳” 目标推进，新能源产业有望成为铝消费的核心驱动力，推动铝价重心逐步上移。建议密切关注宏观经济政策、产业链供需变化及国际市场动态，把握结构性机会。

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2025年3月26日铝棒市场日报：铝棒市场供需格局生变 新能源需求激活产业新动能

2025年3月26日铝棒市场日报：铝棒市场供需格局生变新能源需求激活产业新动能