2025年8月21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8月21日电解铜市场日报

2025-08-21 17:25:42 来源：北方有色网责任编辑：韩泽楷

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一、今日价格概况

8月21日，中国电解铜市场延续温和上涨态势，主要城市价格均较昨日有所提升，涨幅介于50-95元/吨之间。据北方有色网数据，各城市具体价格及涨幅如下：

核心特征：多数城市涨幅集中在70元/吨左右，仅重庆（+95元/吨）、武汉（+50元/吨）偏离均值，区域需求差异成为主要驱动因素。

二、区域分化原因解析

重庆：西南需求爆发，涨幅领跑 重庆作为西南地区工业重镇，其电解铜需求主要来自新能源汽车、电子信息及高端装备等产业。近期，长安汽车、赛力斯等本地车企新能源车型销量激增（7月重庆新能源汽车产量同比增长45%），带动铜材采购量提升；同时，西南地区进口铜到港量较上月减少12%，局部供应紧张加剧，推动重庆铜价涨幅居首。
武汉：华中供应充足，涨幅收窄 武汉及周边地区（如江西、安徽）是国内电解铜主要生产基地（江西铜业、铜陵有色等企业均有布局），近期本地产能释放稳定（8月华中地区电解铜产量同比增长8%），供应充足对冲了部分需求端的拉动，导致武汉涨幅仅为50元/吨，为今日最低。

三、市场影响因素

1. 供应端：海外矿难引发供应担忧

智利Codelco（全球最大铜企）旗下El Teniente铜矿7月下旬发生坍塌事故，导致该矿2025年铜产量预期下调4万吨（从35.6万吨降至31.6万吨）；此外，美国Resolution铜矿项目因司法阻碍延迟，进一步加剧了市场对全球铜供应短缺的预期。这些因素推动国内贸易商增加囤货，支撑铜价上行。

2. 需求端：新能源产业成核心支撑

国内新能源汽车、储能及光伏产业的高速增长，成为电解铜需求的核心驱动力。据中国汽车工业协会数据，7月国内新能源汽车销量同比增长38%，带动铜材需求（每辆电动车用铜量约80公斤，是燃油车的4倍）；同时，储能项目（如宁德时代、比亚迪的大型储能电站）对铜的采购量较去年同期增长25%，持续支撑铜价。

3. 宏观面：美元走弱，大宗商品受益

美联储8月议息会议暗示11月可能启动降息，美元指数（DXY）昨日跌破100关口（创2024年以来新低），以美元计价的大宗商品（包括铜）吸引力提升，推动国内电解铜价格跟随国际铜价（LME铜昨日涨0.8%至9852美元/吨）上涨。

四、后市展望

短期（1-2周）：供应端的海外矿难后遗症（如Codelco产量下调）及国内局部供应紧张（如西南地区）将继续支撑铜价，预计主要城市电解铜价格仍将维持小幅上涨态势，涨幅或在50-100元/吨之间。

中期（1-3个月）：若新能源产业需求（尤其是电动车、储能）持续增长，且全球铜供应（如智利、秘鲁的矿企产量）未超预期恢复，铜价可能突破80000元/吨（当前均价约78700元/吨）。但需警惕全球经济增速放缓（如欧元区PMI降至48.5）对需求的潜在抑制。

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2025年8月21日电解铜市场日报

一、今日价格概况

二、区域分化原因解析

三、市场影响因素

1. 供应端：海外矿难引发供应担忧

2. 需求端：新能源产业成核心支撑

3. 宏观面：美元走弱，大宗商品受益

四、后市展望

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