2025年4月8日电解铜市场日报

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8日电解铜市场日报

2025-04-08 17:21:24 来源：北方有色网责任编辑：韩泽楷

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一、价格行情

现货价格
- 上海市场：今日电解铜现货价格延续昨日跌势，1#电解铜报价区间为73,820—75,400元/吨，均价74,610元/吨，较前一交易日下跌4,540元/吨（跌幅5.7%）。
- 洋山港保税区：升水铜、平水铜、湿法铜价格暂未更新具体数值，但市场交投重心下移，升贴水弱势运行。
期货市场
- 沪铜主力（2505合约）：今日开盘后震荡下行，截至午盘报72,800元/吨，跌幅2.05%，延续4月7日跌停（7.01%）后的弱势格局。
- LME铜：隔夜冲高回落，收于8,714美元/吨（+0.28%），但受贸易战情绪压制，亚洲时段仍承压。

二、市场动态与影响因素

贸易战冲击持续发酵
- 美国对华加征34%关税及中国反制措施（4月10日生效）引发市场恐慌，铜作为国际贸易敏感商品首当其冲。尽管铜暂未被纳入美国关税清单，但供应链断裂担忧导致外盘LME铜价一周内暴跌14%，内盘跟跌。
- 分析师指出，贸易成本上升可能抑制中国废铜进口（2024年从美进口废铜44万吨，占总量19.5%），加剧短期供应紧张预期。
库存与供需
- 国内库存：上海期货交易所铜库存下降9,136吨至116,824吨，但保税区库存压力仍存。
- 需求端：下游企业逢低补库意愿增强，电力、线缆领域订单有所回暖，但高铜价风险释放仍需时间。

三、机构观点与后市展望

短期走势
- 光大期货认为，铜价或在71,000—73,000元/吨区间震荡，建议下游企业逐步布局多单，止损位设于68,000—70,000元/吨。
- 国信期货指出，若贸易战恶化，铜价可能下探70,000元/吨支撑位；若缓和或矿端突发停产，则有望反弹至82,000元/吨。
长期趋势
- 新能源（电动车、光伏）及算力基建（AI服务器、数据中心）将重塑铜需求逻辑，预计2030年新能源用铜占比从11%升至25%，年新增需求超65万吨。

四、地区市场差异

上海：现货升贴水疲软，主因贸易商甩货情绪浓厚，但主流品牌流通有限抑制跌幅。
大连等其他市场：价格跟随沪铜调整，区域升贴水差异显著（如沈阳平水铜升260—300元/吨）。

五、风险提示

关注4月10日中国对美加征关税正式实施后的市场反应。
全球流动性变化及美元指数波动可能加剧铜价金融属性波动。

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2025年4月8日电解铜市场日报

一、价格行情

二、市场动态与影响因素

三、机构观点与后市展望

四、地区市场差异

五、风险提示

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