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26日电解铜市场日报

2025-08-26 17:31:47 来源：北方有色网责任编辑：韩泽楷

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一、今日价格核心

今日中国主要城市电解铜价格普遍上涨，10个样本城市均价约79420元/吨，环比昨日上涨215元/吨（涨幅0.27%）。其中，广州涨幅最大（+230元/吨），北京、上海价格最高（79500元/吨），中西部城市（西安、重庆）价格紧随其后。

二、主要城市价格明细（单位：元/吨）

三、市场驱动因素分析

国际端，昨日伦敦金属交易所（LME）铜价涨1.2%至9200美元/吨，主要受美元指数下跌（美元兑欧元跌至1.09，跌0.5%）削弱美元计价铜持有成本、以及美联储加息预期降温（CME“美联储观察工具”显示9月维持利率不变概率达85%）降低工业金属下行压力推动，国际价格走强为国内铜价奠定了基础。

国内方面，供需紧平衡进一步强化价格支撑：供应端，前7个月烟台口岸进口铜精矿10万吨（同比+15%）虽稳定，但部分冶炼厂（如江西某大型厂）因设备检修产量环比下降5%，且上海期货交易所（SHFE）铜库存昨日减少3000吨至12万吨（创本月新低），市场供应略有收紧；需求端，新能源与传统行业双拉动，景泰县4微米超薄铜箔项目（年产2亿平方米）逐步投产（1吨铜箔需2吨电解铜）、光伏风电行业铜需求同比增长12%，成为需求核心增量，而夏季空调销量同比增长8%、新能源汽车产量增长7%，也推动传统行业铜需求回升。

此外，宏观层面人民币兑美元汇率涨0.3%至7.15，按1吨铜进口成本计算约减少200元，直接支撑了国内铜价。

四、后市展望

短期（1-2周）铜价震荡上行概率较大：主要受美元走弱、美联储暂停加息预期、新能源需求持续增长及供应端阶段性收紧（如冶炼厂检修）等利好因素支撑；但需警惕冶炼厂复产带来的产量回升，以及传统行业（如房地产投资下滑）需求不及预期的潜在风险。

中长期（3-6个月）铜价料将维持高位运行，核心支撑逻辑在于新能源产业的快速发展——锂电池、光伏等领域预计推动铜需求年增5%，而全球铜矿供应增速仅2%，供需缺口逐步扩大将持续强化价格韧性。

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