2025年4月3日铝棒行情日报

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3日铝棒行情日报

2025-04-03 17:28:06 来源：北方有色网责任编辑：管理员

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一、加工费趋势与区域分化

当前铝棒加工费呈现普遍下调态势，核心市场加工费跌幅达 10-20 元 / 吨。区域间差异显著：

华南地区（如佛山）因产能过剩导致价格竞争激烈，加工费承压明显；

华东、华中地区（如无锡、南昌）依托废铝回收体系优势，加工费相对坚挺；

西南地区（如成都）需求韧性较强，库存低位支撑价格。

驱动因素：

1. 供应端：电解铝厂铝水棒产能建成近 3100 万吨，但开工率不足 60%，市场竞争加剧；

2. 需求端：下游建筑型材、汽车零部件等领域采购以刚需为主，新能源电池托盘订单增长尚未完全抵消传统行业疲软影响。

二、市场成交与库存特征

交投氛围清淡：

清明节前备货需求未释放，下游企业普遍采取 “压价少采” 策略，订单量同比下降 15%-20%；

铝水棒加工费区间收窄至 200-350 元 / 吨，再生铝棒与铝水棒价差维持在 30-150 元 / 吨，替代性有限。

库存分化：

全国铝棒现货库存较上期减少 1.1 万吨，佛山、无锡、南昌三地去库明显，反映区域需求差异；

成都、巩义等地库存接近零，显示西南、中原地区需求韧性；华南地区库存仍居高位，供应压力突出。

三、行业驱动因素与风险

政策与产能：

国内政策：再生铝产量目标推动电解铝产能向清洁能源富集地区转移，云南、四川等地绿电铝项目加速落地；

国际冲击：美国加征关税或刺激本土铝加工产能扩张，但短期内小型厂商面临成本压力。

成本与原料：

废铝供应紧张：新项目投产加剧原料缺口，国内回收体系尚未完善，进口废铝受内外价差及政策调整影响；

加工成本分化：再生铝棒受废铝价格支撑，铝水棒因电解铝厂议价强势，加工费上行空间受限。

需求结构转型：

传统领域疲软：房地产相关铝型材开工率仅 34.4%，需求同比下降 9%；

新兴领域增长：新能源汽车电池托盘、光伏铝边框订单增长，福建、广西等地项目聚焦高端产品。

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2025年4月3日铝棒行情日报

一、加工费趋势与区域分化

二、市场成交与库存特征

三、行业驱动因素与风险

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