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
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
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电解液隔膜隔膜电解液电芯

2025年8月5日电解铜市场日报

2025-08-05 17:58:51 来源：北方有色网责任编辑：韩泽楷

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一、今日行情概述

8月5日，国内电解铜市场延续上行态势，各主要城市现货价格全线上涨，涨幅介于220-280元/吨之间。市场交投活跃，买方采购积极性显著提升(成交量较昨日增加12%)，卖方报价坚挺。其中，广州以280元/吨的涨幅居首(基数较低)，武汉涨幅最小(220元/吨)，整体价格区间集中在79000-79300元/吨。

二、分地区价格分析(单位：元/吨)

三、涨跌原因解读

今日价格上涨主要受需求端改善与供应端收紧共同驱动，具体因素如下：

1. 下游需求旺季来临(核心支撑)

进入8月，国内基建、制造业进入传统旺季：

基建领域：国家发改委数据显示，全国基建项目开工率已达85%以上(7月为78%)，公路、铁路、水利等项目对电线电缆、工程机械的铜材需求较7月增加20%;

制造业领域：家电(如空调、冰箱)、汽车(新能源汽车铜用量增加)行业采购量回升，其中空调行业铜采购量较上月增长15%(据中国家电协会数据)。

2. 供应端收紧(成本支撑)

铜矿进口减少：7月铜矿进口量为180万吨，较6月下降5%(海关总署数据)，主要因智利、秘鲁遭遇暴雨天气，部分铜矿企业(如智利Escondida铜矿)检修，原料供应紧张;

电解铜产量稳定但需求增长更快：国内电解铜产量7月为95万吨(同比增长3%)，但需求增速(5%)超过产量增速，导致库存下降。

3. 宏观与汇率因素

政策支持：中国近期出台《关于扩大内需促进经济恢复的意见》，提出加大对制造业、基建、新能源等领域的投资，市场对经济复苏预期增强;

汇率优势：人民币兑美元今日报7.05(升值0.2%)，降低了电解铜进口成本(进口铜占国内供应的15%左右)。

四、市场展望

支撑因素：基建旺季持续(8-10月为传统高峰)，下游需求仍将增长;供应端短期内难以大幅增加(铜矿检修需1-2个月恢复);

压力因素：需警惕美联储加息预期(若美元走强，可能压制大宗商品价格);房地产市场恢复不及预期(房地产用铜占比约10%)。

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