2025年2月11日铝市场日报

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2月11日铝市场日报

2025-02-11 11:54:06 来源：北方有色网责任编辑：管理员

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一、市场价格走势

（一）期货市场表现

国内期货：隔夜沪铝主力合约报收 20730 元 / 吨，涨 1.1%（225 元 / 吨），反映国内参与者对铝行情较乐观，或受宏观政策、供需调整驱动。
国际期货：LME 铝 3M 收于 2661 美元 / 吨，涨 1.26%（33 美元 / 吨），显示全球铝需求在经济复苏下回暖，受原料供应、能源价格影响。

（二）现货市场格局

2 月 10 日，佛山 A00 铝锭现货价 20380 - 20400 元 / 吨，均价 20390 元 / 吨，跌 100 元 / 吨。早期报升水 10 元 / 吨难成交，后平水、贴水出货渐多，中间商想出货，接货方谨慎，刚需逢低接，成交疲软，因节后库存增、下游复工慢需求不足。

二、宏观政策环境

（一）国际局势

欧盟未收到铝产品加征关税正式通知，称征税无依据，将护企、工、消利益，关税若变，进出口或调整。
美政府临 3 月 “关门”，两党互推责；白宫提铝关税至 25%、恢复钢关税，扩至下游产品，加强海关监管等，冲击贸易、影响产业链；美 1 月通胀预期有变化，关联铝市资金与投资。

（二）国内政策导向

国常会提振消费、优化产业：推动大宗消费升级，如汽车、住房以旧换新，延伸汽车消费链，助铝在多行业增需；《2025 年稳外资行动方案》扩大开放，稳外资、引资本技术，推动铝产业升级。

三、行业发展动态

（一）库存变化态势

2 月 11 日主市场电解铝库存大增，无锡、佛山、巩义（含保税）分别增 0.9 万、0.6 万、0.5 万吨，至 28.6 万、19.9 万、12.4 万吨，使铝价承压，短期供应过剩，关注去库存。

（二）企业项目进展

福耀集团投近 7 亿在沪建汽车铝饰件项目，2026 年投产后年产 2100 万件，开拓汽车用铝市场。
云浮东澳铝业二期开建 10 万吨生产线，产品多元，保障下游供应。
大唐呼和浩特、四川启明星铝业复产满产，保产量。
贵州莹月帆日产 250 吨、产值 500 万，推进 20 万吨精深加工项目，2025 年拟投 2.5 亿建生产线提附加值。
明泰铝业产销稳，1 - 2 月销量预计大增。

四、市场前景展望

综合看，短期铝价区间宽幅震荡，美关税冲击供需，国内政策利多传导慢；基本面库存高、物流恢复，下游复工关键。长期新兴产业发展，铝需求大前景广，但面临低碳、国际竞争挑战，企业需创新、降成本、拓市场。

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2025年2月11日铝市场日报

一、市场价格走势

（一）期货市场表现

（二）现货市场格局

二、宏观政策环境

（一）国际局势

（二）国内政策导向

三、行业发展动态

（一）库存变化态势

（二）企业项目进展

四、市场前景展望

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