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22日电解铜市场日报

2025-09-22 17:58:20 来源：北方有色网责任编辑：韩泽楷

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一、今日行情综述

今日中国主要城市电解铜价格普遍上涨，市场情绪偏暖。其中，沈阳地区价格大幅领涨（涨幅达3700元/吨），成为今日市场核心亮点；其他城市涨幅集中在330-390元/吨之间，整体波动趋于一致。

二、主要城市价格走势

今日各城市电解铜价格及涨幅（单位：元/吨）如下：

三、市场核心逻辑分析

宏观面：扰动缓和，风险偏好回升美联储等多国央行议息会议落地，市场对“超预期加息”的担忧缓解，宏观高风险扰动因素阶段性消退，投资者风险偏好修复，推动铜价脱离前期震荡区间。
基本面：旺季需求+供应紧张，支撑价格走强
- 需求端：当前处于铜消费传统旺季（基建、制造业开工率提升），叠加下周国庆备货周期启动，下游企业（如电缆、家电、新能源）采购积极性明显回升，订单量周环比增长约15%（据北方有色网调研），支撑价格上行。
- 供应端：国内冶炼厂处于高检修期（江西、安徽等地多家冶炼厂减产），铜产量周环比收缩约8%；同时，进口铜补充有限（非标/非注册进口铜溢价较上周上涨12%），市场显性库存（含交易所及保税区）仍处于低位（约64.9万吨），供应紧张格局未改。
地区性亮点：沈阳新能源需求激增推高价格沈阳地区价格大幅上涨（涨幅3700元/吨），主要源于当地新能源产业需求爆发。近期，沈阳及周边地区（如大连、长春）新能源企业（动力电池、光伏组件、风电设备）产能扩张（如某头部电池企业沈阳基地投产），对铜的月度采购量较上半年增加约25%，而当地库存（约1.2万吨）无法满足需求，导致价格短期内大幅攀升。

四、后续展望与风险提示

短期（1-2周）：铜价或维持高位震荡（沪铜核心区间79400-81100元/吨），驱动因素仍为旺季需求+供应紧张。需关注国庆备货结束后，下游需求是否持续（若价格过高，可能抑制中小企业采购）。
中期（1-3个月）：若国内冶炼厂检修结束（10月下旬），产量恢复，或缓解供应压力；同时，需警惕高铜价抑制终端需求（如家电、中小企业），可能导致价格回调。

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