2025年7月24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7月24日电解铜市场日报

2025-07-24 17:50:19 来源：北方有色网责任编辑：韩泽楷

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一、今日市场概况

今日国内电解铜市场延续弱势下行格局，全国9个主要城市价格均出现不同程度下跌，跌幅区间为110-150元/吨，平均跌幅约126元/吨。价格区间集中在79915-80135元/吨，其中重庆(80135元/吨)、北京(80075元/吨)居价格顶端，广州(79945元/吨)、天津(79915元/吨)处于低位。

从跌幅来看，沈阳(-150元/吨)跌幅最大，广州、重庆(-110元/吨)跌幅最小，区域分化明显。

二、区域价格走势

三、影响因素分析

1. 宏观因素：美元走强压制铜价

今日美元指数突破103.5关口，创近一个月新高。铜作为美元计价商品，受美元走强影响，价格随之下跌。此外，市场对美联储7月加息预期升温，进一步压制风险资产需求。

2. 供需因素：供应过剩+需求疲软

供应端：国内电解铜产量持续增加(如侯马北铜公司产能释放，二季度产量同比增长18%)，加上进口铜到港量(6月进口铜15万吨，同比增长20%)增加，供应过剩压力凸显。

需求端：传统行业(房地产、汽车)需求疲软。6月房地产投资增速-5.8%(同比)，汽车销量-3.2%(同比)，导致铜需求(如电线电缆、汽车零部件)大幅减少，供需矛盾加剧。

3. 政策因素：短期无重大刺激政策

近期国内未出台针对铜需求的重大刺激政策(如基建投资、新能源补贴)，市场对需求恢复的预期减弱，进一步压制铜价。

四、后市展望

国内电解铜市场将维持弱势震荡格局，核心逻辑在于“压力端压制与支撑端缓冲”的博弈：

一方面，三重压力持续拖累价格——美元走强（美元指数突破103.5关口，创近一个月新高）作为全球铜价的核心压制因素，直接压低美元计价铜的吸引力；传统行业需求疲软进一步加剧供需矛盾，6月房地产投资同比下降5.8%、汽车销量同比下滑3.2%，导致铜在电线电缆、汽车零部件等传统应用领域的需求大幅收缩；同时，国内电解铜产量（如侯马北铜等企业产能释放，二季度产量同比增长18%）及进口铜到港量（6月进口15万吨，同比增长20%）的增加，使市场供应过剩压力凸显。

另一方面，新能源行业的结构性需求增长成为主要支撑，预计2025年新能源行业（光伏、风电、电动车）铜需求占比将达15%，其对铜的增量需求（如光伏组件的铜带、风电塔筒的铜母线、电动车电池的铜箔）有望限制铜价下跌空间，避免出现大幅跳水。

整体来看，短期市场将在“压力与支撑”的平衡中保持弱势震荡，需重点关注美元走势、传统行业需求恢复及新能源政策落地情况对格局的影响。

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2025年7月24日电解铜市场日报

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