2025年4月17日铝行情日报

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17日铝行情日报

2025-04-17 17:31:32 来源：北方有色网责任编辑：管理员

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一、铝价走势与驱动因素

1. 区域分化与供需格局
当前铝价呈现华东、华南领涨，中原跟进的格局，反映出区域供需差异。华东与华南受益于新能源汽车、光伏等终端需求回暖，叠加铝水棒加工费坚挺，推动价格上行。中原地区再生铝棒企业订单增量有限，铝水棒加工费竞争激烈，抑制价格涨幅。

2. 铝价上行逻辑

供应端约束：国内电解铝产能受 4580 万吨天花板限制，2025 年新增产能以置换为主，叠加氧化铝成本高企，支撑铝价底部。

需求端韧性：

新能源领域：光伏装机与新能源汽车产量持续增长，工业铝型材需求首次超越建筑领域。

出口改善：海外基建政策刺激铝材出口，4 月订单同比增长。

库存去化：国内铝锭 + 铝棒社会库存周环比下降，其中铝棒库存降幅显著，显示下游补库需求启动。

3. 风险提示

关税政策不确定性：美国对华钢铝关税可能抑制铝材出口，加剧国内供应压力。

成本端波动：铝土矿进口依存度超 70%，地缘政治风险可能推升原料价格。

二、再生铝棒市场现状与价差倒挂

1. 再生铝棒供需与价格趋势

价格跟涨乏力：再生铝棒价格涨幅显著弱于铝锭，反映出需求疲软与成本压制双重压力。

供应端：3 月样本再生铝企业产量环比增长，但废铝采购量增幅更大，原料供应紧张推升生产成本。

需求端：下游按需采买为主，市场成交清淡，再生铝棒企业以 “背靠背接单” 为主，订单增量有限。

2. 铝水棒与再生铝棒价差倒挂

价差区间：铝水棒与再生铝棒价差呈现倒挂状态，区间波动较大。

原因分析：

铝水棒加工费承压：产能过剩导致加工费竞争激烈，部分企业主动降价抢占市场。

再生铝成本刚性：废铝进口受限，国内库存降至低位，支撑再生铝生产成本。

替代性瓶颈：再生铝棒在高端领域的应用仍受限，下游企业更倾向于采购铝水棒以保证产品质量。

三、区域市场成交特征

1. 江西：品牌趋同与低库存博弈

报价趋同：市场品牌报价差异缩小，下游按需采购为主，少量成交反馈。

库存压力：再生铝棒企业库存压力较小，但缺乏涨价动力。

2. 广东：逢低补库与出口分流

采购策略：下游逢低补货，但棒厂排产周期短，出口订单分流部分产能。

内贸表现：内贸成交表现一般，出口需求对价格形成一定支撑。

3. 河南：周均价压制与订单分化

价格波动：周均价低于点价，再生棒厂以背靠背接单为主。

订单结构：大型企业订单稳定，中小企业订单增量有限。

4. 湖北：低价成交与区域竞争

报价策略：再生铝棒企业积极报价，低价货源成交尚可。

区域差异：价格略高于河南，区域竞争加剧。

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2025年4月17日铝行情日报

一、铝价走势与驱动因素

二、再生铝棒市场现状与价差倒挂

三、区域市场成交特征

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