2025年6月3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6月3日电解铜市场日报

2025-06-03 15:52:45 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（元/吨）
- 主流市场：上海 78270 - 78620（均价78445，+210）
- 地区市场：
  - 广东：78060 - 300（均价78180，+70）
  - 山东：78030 - 78220（均价78125，+160）
  - 河南：78080 - 78280（均价78180，+160）
期货市场
- 沪铜主力合约：78080元/吨（+330，涨幅0.42%）
- LME伦铜：9577美元/吨（-39.5，跌幅0.41%）

二、期现分析与价差

期现基差：现货对期货升水约365元/吨（SMM均价78445 vs 期货主力78080），反映现货供应偏紧。
区域价差：华东地区价格最高（均价78325），华南地区相对低位（广东均价78180），主因华东进口铜到货减少及保税库存下降。

三、市场动态与驱动因素

供应端
- 国内社会库存持续去库，6月初上海地区库存降幅显著（进口到货延迟+冶炼厂检修）。
- LME库存增至近5年高位，压制国际铜价涨幅。
需求端
- 新能源领域：动力电池装车量同比增长37.6%（1-10月数据），支撑锂电铜箔需求。
- 传统电子电路：消费电子复苏缓慢，35μm电子电路铜箔加工费承压（10000-15000元/吨）。
宏观与政策
- 美国关税政策扰动市场，美元走弱短期支撑铜价。
- 国内万亿级特别国债发行预期提振基建相关铜消费。

四、行业趋势展望

价格预测：短期受美元波动及政策影响，铜价或维持震荡偏强；中长期新能源需求（储能+电动车）支撑价格中枢上移。
加工费趋势：2025年电解铜箔加工费有望企稳回升，锂电铜箔（4.5μm）加工费区间22000-26000元/吨。
风险提示：全球库存分化（国内去库vs海外累库）、终端消费敏感度（铜价超78000元/吨抑制采购）。

总结

6月3日电解铜市场呈现 “内强外弱” 格局：国内现货因供应收紧持续升水，新能源需求韧性支撑价格；国际库存压力抑制伦铜涨幅。建议关注国内去库持续性及政策落地对消费的实际拉动。

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2025年6月3日电解铜市场日报

一、价格行情

二、期现分析与价差

三、市场动态与驱动因素

四、行业趋势展望

总结

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