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6日电解铜市场日报

2025-06-09 14:18:20 来源：北方有色网责任编辑：王天龙

分享到：

打印

复制链接

一、市场全景速览

6月6日，国内电解铜现货市场呈现全面上涨态势，中国主要城市电解铜价格普涨295 - 410元/吨。分区域看，华南、东北需求修复领涨，西南因需求疲软涨幅收敛，市场在“低库存支撑+期货联动+刚需补库”逻辑下延续偏强运行，但区域供需差异放大价格弹性。

二、价格走势：普涨下的区域分化特征

（一）核心城市价格与涨幅（单位：元/吨）

城市	当日价格	日涨幅	区域定位	价格弹性逻辑
广州	78615	+410	华南消费核心	库存低位+贸易商惜售
沈阳	78620	+410	东北产业枢纽	新能源需求回暖+废铜替代受限
济南	78570	+400	华北加工基地	企业补库意愿增强
武汉	78820	+390	华中物流枢纽	期货联动+端午前刚需补库
上海	78735	+370	华东主销中心	投机性需求+港口货源偏紧
西安	78640	+380	西北基建重镇	基建零星复工+情绪传导
北京	78660	+300	华北政策核心	长单交付主导+散单补涨
天津	78500	+300	北方港口枢纽	到港节奏平稳+需求平淡
重庆	78730	+295	西南产业腹地	地产疲软+到货增量压制

（二）领涨区域：华南、东北需求边际修复

广州、沈阳（+410元/吨）：华南地区电解铜社会库存持续去化（截至6月5日广州库存环比降0.2万吨），贸易商“低库存+看涨预期”下惜售心态浓厚；东北新能源产业链（如动力电池铜箔、电机绕组）订单环比改善10% - 15%，叠加区域废铜供应偏紧（精废差收窄至1100元/吨），精铜替代需求提升，共同推升价格。
济南、武汉（+390 - 400元/吨）：华北加工企业（如线缆、变压器）端午前启动“小旺季”补库，精铜杆开工率环比提升2个百分点至68%；华中作为物流枢纽，铜管、铜板带企业刚需采购活跃，叠加沪铜主力合约（收涨0.82%，报79200元/吨）走强带动现货情绪，价格跟涨明显。

（三）涨幅收敛：西南需求疲软压制

**重庆（+295元/吨）**为今日最小涨幅，主因：

当地房地产新开工项目同比降15%，建筑用铜、黄铜棒需求持续低迷，加工企业开工率不足60%；
区域电解铜到货量环比增加0.3万吨（重庆港口本周到港量回升），供应宽松格局下，贸易商去库意愿强于挺价，价格弹性被压制。

三、价格驱动：供需、宏观、情绪的三重共振

（一）供应端：冶炼挺价+进口窗口收敛

国内冶炼：6月检修规模收窄（仅2家企业小修，周影响产量0.8万吨），叠加硫酸价格高位（98%冶炼酸报260元/吨）弥补冶炼亏损，冶炼厂挺价意愿强烈，主流品牌现货升水维持50 - 150元/吨。
进口市场：LME/沪铜比价测算进口亏损收窄至120元/吨，保税区铜流入国内节奏放缓，市场流通货源偏紧，进一步强化供应端支撑。

（二）需求端：刚需补库+新能源结构性支撑

传统消费：端午前下游加工企业（线缆、家电、五金）启动阶段性补库，精铜杆企业原料库存天数从5天提升至7天，带动现货成交放量（上海市场单日成交增15%）。
新兴领域：新能源汽车6月排产计划环比增5%（比亚迪、特斯拉等头部车企订单饱满），光伏组件厂铜带采购量增10%，结构性需求对价格形成强托底。

（三）宏观面：美元走弱+政策预期升温

美元指数回落至104.2（美联储6月降息预期升温），人民币汇率升值（在岸人民币兑美元报7.18），增强国内铜价相对竞争力；
市场预期国内6月将出台“稳增长”政策（如基建专项债加码、新能源补贴延续），风险偏好提升推动资金流入铜市，沪铜期货持仓量增3%，带动现货情绪上行。

四、后市展望：偏强震荡下的风险点

（一）短期支撑延续

低库存韧性：国内社会库存延续去化（本周降0.3万吨至13.7万吨），LME库存续降（14.2万吨），全球显性库存仍处历史低位；
刚需惯性：端午前下游补库需求或延续至本周后半段，成交热度短期难快速降温。

（二）潜在压制因素

高铜价抑制需求：精废差收窄至1100元/吨，废铜替代效应边际增强，若铜价突破79500元/吨，下游投机性需求或快速收缩；
宏观政策不确定性：美联储6月议息会议（6月12 - 13日）若释放“暂缓降息”信号，美元反弹或压制铜价；国内政策落地节奏若慢于预期，市场风险偏好或回落。

（三）明日价格区间预判

预计6月7日国内电解铜价格波动区间为78500 - 79000元/吨，关注上海现货升贴水（今日升水50 - 150元/吨）及下游成交持续性，同时警惕宏观事件（如美联储言论、国内政策吹风）对情绪的扰动。

免责声明
北方有色网提供的信息仅供参考，不作为决策建议，客户需自主判断决策，并自行承担相关后果。本报告版权归北方有色网所有，仅限客户自身使用。如需引用，须联系申请授权；未经书面许可，任何机构或个人不得以任何形式传播、发布、篡改本报告。北方有色网保留追究任何侵权行为法律责任的权利。

周报

更多+

▪《锆市场周报》第50周（12.8-12.12）[12-16]

▪《铜市场周报》第50周（12.8-12.12）[12-15]

▪《电解铝周报》第50周（12.8-12.12)[12-15]

▪《铅锌周报》第50周（12.8-12.12)[12-15]

▪《钛市场周报》第50周（12.8-12.12）[12-15]

研究报告

更多+

▪碳酸锂价格有望高位震荡-2025年11月碳酸锂月报[12-08]

▪《锌市场月报》第11月（10.1-10.30)[12-08]

▪《铝市场月报》第11月（11.1-11.30）[12-05]

▪《钛市场月报》第11月（11.1-11.30）[12-05]

▪《钛市场月报》第10月（10.1-10.31）[11-20]

主编视角

更多+

▪主编视角：稀土元素——半导体行业进步的多重推进器[11-21]

▪主编视角：钼金属——半导体微型化的新引擎[11-21]

▪刚果（金）“掐住”钴咽喉，中国新能源如何破局？[11-20]

▪印尼按下“暂停键”，全球镍产业迎来大变局？[11-20]

▪Empire Metals公司在吉隆坡TZMI大会展示Pitfield钛项目，揭示全球钛产业新焦点[11-14]

热点

更多+

▪投资5亿！武汉6万吨铁锂电池回收项目投产，干法技术领跑行业[12-18]

▪2025光伏行业盈利改善亏损持续收窄[12-18]

▪封关启幕：金融“活水”筑牢海南自贸港开放基石[12-18]

▪印尼拟大幅下调2026年镍矿产量目标[12-18]

▪深圳27人走私管制金属锑锭166余吨出境主犯被判12年[12-18]

基本文件流程错误 SQL 调试

/websites/wwwroot/cmcc/public/index.php ( 0.75 KB )
/websites/wwwroot/cmcc/thinkphp/start.php ( 0.72 KB )
/websites/wwwroot/cmcc/thinkphp/base.php ( 2.60 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Loader.php ( 21.07 KB )
/websites/wwwroot/cmcc/vendor/composer/autoload_static.php ( 3.95 KB )
/websites/wwwroot/cmcc/vendor/symfony/polyfill-mbstring/bootstrap.php ( 8.26 KB )
/websites/wwwroot/cmcc/vendor/ezyang/htmlpurifier/library/HTMLPurifier.composer.php ( 0.10 KB )
/websites/wwwroot/cmcc/vendor/topthink/think-captcha/src/helper.php ( 1.94 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Route.php ( 60.23 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Config.php ( 6.38 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Validate.php ( 41.63 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Error.php ( 3.75 KB )
/websites/wwwroot/cmcc/thinkphp/convention.php ( 10.37 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/App.php ( 21.51 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Request.php ( 49.78 KB )
/websites/wwwroot/cmcc/application/config.php ( 10.17 KB )
/websites/wwwroot/cmcc/application/database.php ( 1.96 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Hook.php ( 4.71 KB )
/websites/wwwroot/cmcc/application/tags.php ( 0.96 KB )
/websites/wwwroot/cmcc/application/common.php ( 37.25 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Env.php ( 1.21 KB )
/websites/wwwroot/cmcc/thinkphp/helper.php ( 17.30 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Lang.php ( 7.41 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Log.php ( 6.05 KB )
/websites/wwwroot/cmcc/thinkphp/lang/zh-cn.php ( 11.81 KB )
/websites/wwwroot/cmcc/application/route.php ( 4.08 KB )
/websites/wwwroot/cmcc/application/index/controller/News.php ( 30.40 KB )
/websites/wwwroot/cmcc/application/index/controller/Base.php ( 3.86 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Controller.php ( 6.07 KB )
/websites/wwwroot/cmcc/thinkphp/library/traits/controller/Jump.php ( 4.90 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/View.php ( 6.77 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/view/driver/Think.php ( 5.64 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Template.php ( 44.90 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/template/driver/File.php ( 2.24 KB )
/websites/wwwroot/cmcc/application/common/library/RedisUtil.php ( 0.83 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Cache.php ( 6.10 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/cache/driver/Redis.php ( 5.37 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/cache/Driver.php ( 5.98 KB )
/websites/wwwroot/cmcc/application/admin/model/Para.php ( 0.09 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Model.php ( 69.14 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Db.php ( 6.67 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/connector/Mysql.php ( 3.89 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/Connection.php ( 29.97 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/Query.php ( 96.74 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/builder/Mysql.php ( 4.53 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/Builder.php ( 31.55 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Debug.php ( 7.13 KB )
/websites/wwwroot/cmcc/application/admin/model/News.php ( 3.74 KB )
/websites/wwwroot/cmcc/application/admin/model/Cate.php ( 0.59 KB )
/websites/wwwroot/cmcc/application/admin/model/Admin.php ( 0.09 KB )
/websites/wwwroot/cmcc/application/common/consts/NewsConst.php ( 0.28 KB )
/websites/wwwroot/cmcc/application/admin/model/IndexCate.php ( 0.45 KB )
/websites/wwwroot/cmcc/application/common/consts/CommonConst.php ( 0.71 KB )
/websites/wwwroot/cmcc/runtime/temp/ae754a079b49dad486f0fa457bc10d5b.php ( 139.96 KB )
/websites/wwwroot/cmcc/application/common/consts/CacheConst.php ( 0.26 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Url.php ( 12.72 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Response.php ( 8.28 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/debug/Html.php ( 4.17 KB )

[ DB ] CONNECT:[ UseTime:0.000488s ] mysql:host=127.0.0.1;port=3306;dbname=ysscdb;charset=utf8mb4
[ SQL ] SHOW COLUMNS FROM `tb_para` [ RunTime:0.000763s ]
[ SQL ] SELECT * FROM `tb_para` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000436s ]
[ SQL ] SHOW COLUMNS FROM `tb_news` [ RunTime:0.000494s ]
[ SQL ] SELECT * FROM `tb_news` WHERE `id` = 2875 LIMIT 1 [ RunTime:0.000545s ]
[ SQL ] SHOW COLUMNS FROM `tb_cate` [ RunTime:0.000426s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 96 LIMIT 1 [ RunTime:0.000294s ]
[ SQL ] SHOW COLUMNS FROM `tb_admin` [ RunTime:0.000466s ]
[ SQL ] SELECT * FROM `tb_admin` WHERE `id` = 15 LIMIT 1 [ RunTime:0.000295s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 10 LIMIT 1 [ RunTime:0.000275s ]
[ SQL ] SELECT `id`,`title`,`url` FROM `tb_news` WHERE `cate_id` = 98 ORDER BY `submit_date` DESC LIMIT 10 [ RunTime:0.004280s ]
[ SQL ] SHOW COLUMNS FROM `tb_index_cate` [ RunTime:0.000476s ]
[ SQL ] SELECT * FROM `tb_index_cate` WHERE `cate_aid` = 1 ORDER BY `sortid` ASC [ RunTime:0.000354s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=10 and cate_cid=27 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=113 and mode02=-1 and mode03=941 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.208076s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 10 LIMIT 1 [ RunTime:0.000350s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=11 and cate_cid=38 and area_aid=1 and area_bid=14 and area_cid=91 and mode01=184 and mode02=621 and mode03=1095 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.196364s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 11 LIMIT 1 [ RunTime:0.000468s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=12 and cate_cid=46 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=325 and mode02=-1 and mode03=1231 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.272212s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 12 LIMIT 1 [ RunTime:0.000364s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=13 and cate_cid=49 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=377 and mode02=696 and mode03=1275 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.205878s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 13 LIMIT 1 [ RunTime:0.000461s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=14 and cate_cid=54 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=419 and mode02=-1 and mode03=1400 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.205400s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 14 LIMIT 1 [ RunTime:0.000344s ]
[ SQL ] SHOW COLUMNS FROM `tb_advert` [ RunTime:0.000609s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000321s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 10 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC LIMIT 8 [ RunTime:0.001347s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 11 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC LIMIT 8 [ RunTime:0.001328s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 2 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC LIMIT 6 [ RunTime:0.001436s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 12 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC LIMIT 5 [ RunTime:0.001360s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 13 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC LIMIT 5 [ RunTime:0.001454s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 3 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC LIMIT 6 [ RunTime:0.001499s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 3246 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001324s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 3248 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001438s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 3245 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001369s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 10 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001312s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 11 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001445s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 12 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001320s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 13 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001313s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 14 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001362s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 19 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001325s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 15 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001302s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 16 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001344s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 17 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001361s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 3 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001348s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 48 LIMIT 1 [ RunTime:0.000377s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 49 LIMIT 1 [ RunTime:0.000392s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 50 LIMIT 1 [ RunTime:0.000356s ]
[ SQL ] SELECT * FROM `tb_para` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000467s ]