2025年4月1日铝土矿行情日报：进口市场延续弱势调整二季度长单谈判主导短期走势

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4月1日铝土矿行情日报：进口市场延续弱势调整二季度长单谈判主导短期走势

2025-04-01 17:21:28 来源：北方有色网责任编辑：管理员

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2025 年 4 月 1 日，国内铝土矿进口市场延续弱势调整态势，受二季度长单谈判预期价格下移影响，主流港口现货报价较上周出现小幅下跌。当前市场交投氛围清淡，贸易商与下游企业博弈加剧，实际成交寥寥无几，仅零星刚需采购维持市场流动性。

供应宽松预期压制市场情绪

海关数据显示，2025 年 1-2 月中国累计进口铝土矿同比大幅增长，其中几内亚矿占比显著提升，发运量增幅高于整体水平。随着雨季临近，几内亚铝土矿发运可能面临季节性扰动，但国内新增氧化铝产能加速落地，广西、河北等地超 260 万吨新产线计划于 4 月投料，矿石需求预期仍存支撑。不过，受氧化铝价格持续走弱影响，国内主流氧化铝厂原料采购策略转向谨慎，通过长单锁价降低成本压力，现货市场补库意愿低迷。

值得关注的是，海外铝土矿供应过剩格局正逐步显现。行业机构预测，2025 年全球铝土矿供需将由短缺转向宽松，海外过剩资源加速流入中国市场，进一步加剧国内现货市场竞争。在此背景下，贸易商为争夺有限订单，不得不下调报价以吸引买家，导致进口矿价重心持续下移。

下游需求疲软拖累市场交投

当前氧化铝行业正经历深度调整，国内运行产能维持高位，库存连续四周累积，现货价格已跌破关键点位。受此影响，氧化铝企业盈利空间被大幅压缩，部分企业通过降低原料库存、延长采购周期等方式缓解资金压力。数据显示，国内氧化铝厂铝土矿库存普遍维持在较高水平，较去年同期增加，企业采购策略从 “主动补库” 转向 “按需采购”。

此外，电解铝行业能耗双控政策趋严，叠加新能源汽车、光伏等新兴领域需求增速放缓，市场对铝土矿中长期需求预期趋于谨慎。尽管 1-2 月国内光伏新增装机同比增长，但铝型材加工企业反馈订单转化周期明显延长，终端需求传导至原料端存在滞后效应。

短期市场或延续弱势震荡

展望后市，二季度长单谈判结果将成为价格主导因素。若贸易商与下游企业就价格达成一致，现货市场或阶段性企稳；但若谈判陷入僵局，贸易商可能进一步让利出货，推动矿价继续下探。从供应端看，几内亚雨季影响或逐步显现，发运量可能出现阶段性缩减，但国内山西、河南等地停产铝土矿已有部分复产，国产矿供应边际改善，或对进口矿形成替代效应。

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2025年4月1日铝土矿行情日报：进口市场延续弱势调整 二季度长单谈判主导短期走势

供应宽松预期压制市场情绪

下游需求疲软拖累市场交投

短期市场或延续弱势震荡

有色金属报告推荐

2025年4月1日铝土矿行情日报：进口市场延续弱势调整二季度长单谈判主导短期走势