2025年6月5日电解铝行情日报:供需成本共振下聚焦政策与产能变量

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5日电解铝行情日报:供需成本共振下聚焦政策与产能变量

2025-06-05 17:30:01 来源：北方有色网责任编辑：王欣悦

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今日国内电解铝主流城市价格全线下行，跌幅10~60元/吨，沈阳（-60元/吨）、郑州（-30元/吨）因区域供需压力领跌，杭州、临沂依托消费韧性仅跌10元/吨，区域分化特征突出。

下跌核心源于“供需+成本+情绪”共振：供应端云南、四川水电铝丰水期增产（月增20~30万吨），需求端建筑（地产竣工疲软）、汽车（产销增速收窄）、家电（出口下滑）同步低迷；氧化铝回落、电价下探削弱成本支撑，叠加社会库存连增3周，现货抛压加剧；外盘LME铝受美元反弹压制，国内政策观望情绪进一步放大跌势。

短期弱势格局延续，价格或向20000元/吨试探，需紧盯云南产能投放进度及地产政策细则（如保交楼贷款、城中村改造），二者将决定中期供需拐点与反弹窗口。

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2025年6月5日电解铝行情日报:供需成本共振下 聚焦政策与产能变量

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2025年6月5日电解铝行情日报:供需成本共振下聚焦政策与产能变量