2025年4月11日铝日报市场:多板块动态剖析

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11日铝日报市场:多板块动态剖析

2025-04-11 17:26:13 来源：北方有色网责任编辑：管理员

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铝土矿市场平稳，价格下行压力犹存

4 月 11 日，铝土矿市场整体平稳运行。当下，氧化铝厂因亏损面持续扩大，在矿石采购上持悲观谨慎态度。市场现货报盘多为工厂库存货物，但成交冷清。尽管几内亚风波再起，某矿山港口发运暂停，却未有力提振市场。综合考量，预计短期内矿石价格仍有下行空间。国内矿山复产进程迟滞，资源保障压力凸显。国际市场方面，中国铝土矿进口增量虽预期超 2000 万吨，但实际落地困难重重。几内亚受选举年政治波动、港口驳船短缺及运输梗阻影响，增量存疑；澳洲矿企因力拓复产分流、阿联酋等新兴市场争夺货源，对华出口持续收缩。再加上 GAC 停产冲击全球供应链，进口矿增量的不确定性加剧。

氧化铝厂亏损，市场交易遇冷

氧化铝工厂的亏损严重影响其采购策略。随着亏损面不断扩大，氧化铝厂在矿石采购上愈发谨慎，市场交易活跃度显著降低。现货市场虽有货物供应，但买卖双方难以达成交易，市场陷入僵持。从产能方面来看，2025 年国内氧化铝新增产能计划显示，每个季度都有新产能投产，二季度新增产能最多。随着氧化铝现货价格快速回落，企业冶炼利润由盈转亏。近期，北方某冶炼厂新增产能计划延迟，山西某大型氧化铝厂对局部锅炉进行计划性检修，冶炼厂存在减产动力，倒逼上下游让利。

废铝市场全线上涨，区域分化显著

4 月 11 日，国内废铝回收市场迎来全线上涨，七大地理区域共 26 个细分品类价格集体攀升，创下年内首个全域普涨交易日。全国废铝市场基准价单日平均涨幅达 0.31%。河北地区生铝价格涨幅领跑，反映出区域供需格局分化加剧。生铝品类表现强劲，优质生铝在主要工业基地普遍达到较高价位。高纯度铝线价格继续领涨，地域价差呈现显著分化，不同地区同品类价格差异明显。新能源产业集聚地表现突出，合金铝市场呈现结构性行情。此次普涨与期货市场形成共振，当日伦铝电 3 合约上涨 0.74%，推动国内再生铝企业套保成本下移。市场监测显示，当日全国废铝成交总量环比增长 23%，其中华东地区成交量占比达 47%，显示资金正加速向产业集聚区倾斜。

铝期货市场上扬，持仓量有所增加

伦敦期货有色金属市场中，伦外铝价格稳步上升，4 月 11 日涨幅明显，持仓量大幅增加。铝因其轻质、耐腐蚀等特性，在建筑、交通等行业应用广泛。随着全球基础设施建设推进以及环保要求促使汽车轻量化趋势加剧，铝的市场需求不断攀升，支撑铝期货价格走势。国内方面，91 金属 4 月 11 日 A00 铝锭报价处于一定区间，执行标准为 GB/T1196 - 2017 标准中的 “Al99.70” 牌号规定。从国内电解铝产能数据来看，截至 1 月份，国内电解铝总产能有所增加，在产产能略有减少，产能利用率和企业开工率环比微幅下降。随着利润修复，电解铝冶炼厂存在提升运行产能的动力，尽管空间相对有限，但对氧化铝需求来说仍是加分项。

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2025年4月11日铝日报市场:多板块动态剖析

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