2025年4月8日铝土矿日报:供应挺价观望需求收缩下市场暂稳

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日铝土矿日报:供应挺价观望需求收缩下市场暂稳

2025-04-08 17:25:36 来源：北方有色网责任编辑：管理员

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一、市场总结

4 月 8 日，进口铝土矿市场维持暂稳运行，供需两端呈现不同策略博弈态势。

供应端：挺价观望情绪浓厚

矿山方面挺价意愿强烈，依托资源端优势及对长期市场的看涨预期，持续坚守报价策略。贸易商受限于市场信心不足，普遍采取 "持货待售" 策略，既不急于降价出货，也未大规模补库，选择观望市场进一步明朗化，等待价格企稳或需求回暖信号。

需求端：采购动能显著收缩

需求主体氧化铝厂面临多重压力：

1.价格下行挤压利润：近期氧化铝价格持续下探，工厂生产成本与产品售价倒挂加剧，导致其对高价铝土矿接受度下降，现货采购意愿降至阶段性低点；

2.生产端主动收缩：部分高成本氧化铝厂启动减产或压产计划，通过降低开工率应对市场低迷，直接导致进口矿实际需求量环比减少。

市场平衡特征

当前市场呈现 "供应挺价 - 需求收缩" 的僵持格局：供应端凭借资源控制维持价格韧性，需求端因下游产品价格低迷被动减量，短期内市场暂稳但交投活跃度显著降温。后续需重点关注氧化铝价格止跌信号及工厂复工进度，以判断供需博弈转向节点。

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2025年4月8日铝土矿日报:供应挺价观望 需求收缩下市场暂稳

一、市场总结

供应端：挺价观望情绪浓厚

需求端：采购动能显著收缩

市场平衡特征

有色金属报告推荐

2025年4月8日铝土矿日报:供应挺价观望需求收缩下市场暂稳