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9月17日电解铜市场日报

2025-09-17 17:24:32 来源：北方有色网责任编辑：韩泽楷

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一、行情综述

2025年9月17日，国内电解铜市场延续强势上涨态势，主要城市价格普遍上扬，涨幅区间为430-460元/吨。其中，武汉、上海两地涨幅居前，均达到460元/吨，价格分别报80760元/吨、80730元/吨；北京、广州等城市价格也突破80700元/吨，整体呈现“普涨+重点城市领涨”格局。

二、价格详情（主要城市）

三、市场分析

今日铜价上涨的核心逻辑为“需求端走强+供应端紧张+宏观因素支撑”。需求端方面，新能源行业作为铜需求的“增长引擎”，今年前8个月国内光伏组件产量同比增长28%、锂电池产量同比增长35%，两者对铜的需求分别增长30%和32%，武汉、上海等新能源产业集聚城市因下游企业（如宁德时代、隆基绿能）的集中采购，需求尤为旺盛；同时，今年以来全国基建投资同比增长10%，轨道交通、公路项目的投资增长带动铜材（如电缆、管道）需求增加，下游基建企业因预期价格上涨提前采购，进一步支撑了需求。供应端方面，今年前7个月我国进口铜精矿1800万吨，同比减少5%，主要因智利、秘鲁等产铜国的矿山罢工（如智利Escondida矿山罢工）和天气因素（如秘鲁暴雨）影响了供应，导致国内铜供应略有紧张；此外，上海期货交易所（SHFE）铜库存今日减少2000吨至15万吨，创本月新低，说明需求旺盛、库存消化加快。宏观方面，今日美元指数下跌0.5%至93.5，以美元计价的伦敦铜（LME）价格上涨1.2%至9200美元/吨，传导至国内市场，推动国内铜价同步上涨。

四、后市展望

后市来看，短期（1-3个月）价格将保持强势，因四季度是传统旺季，基建和制造业需求将进一步增加，新能源行业的高增长有望持续，同时进口铜数量可能继续减少、国内铜矿新增产能有限（如江西德兴铜矿的新增产能要到2026年投产）导致供应紧张，加上美元指数有望继续下跌、伦敦铜价格保持高位的传导，支撑铜价；长期（6-12个月）需警惕风险，若全球经济增速放缓（如欧洲衰退）可能影响铜的出口需求，若新能源行业的政策支持力度减弱可能导致需求增长放缓，但国内“双碳”目标推动的新能源转型将持续增加铜需求，长期仍有支撑。

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