2025年9月26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9月26日电解铜市场日报

2025-09-26 17:47:28 来源：北方有色网责任编辑：韩泽楷

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一、今日价格全景：

2025年9月26日，北方有色网（14:42更新）发布中国主要城市电解铜价格汇总，全国普遍上涨，涨幅集中在120-150元/吨之间，其中广州以82530元/吨领涨（涨150元/吨），北京（82525元/吨，涨135元/吨）、重庆（82515元/吨，涨145元/吨）紧随其后，而沈阳报价异常高企达85740元/吨（涨140元/吨），较其他城市高出约3000元/吨。

二、涨势背后：

今日铜价上涨并非偶然，核心逻辑围绕“需求改善+供应支撑+政策预期”展开：国际铜价小幅走强（LME3个月铜报9320美元/吨）叠加美元指数回落，支撑国内进口成本；九月进入铜消费传统旺季，下游新能源（光伏/电池）、电线电缆、家电行业订单增加，尤其是新能源领域铜需求增速超10%（中国有色金属工业协会数据），拉动价格上涨；国内铜精矿自给率不足30%，近期秘鲁、智利等主产国矿山扰动（如Antamina扩产尚需时间）导致原料供应紧张，冶炼企业成本压力大，支撑铜价；同时，近期国内出台“稳基建、促新能源”等政策（如《关于加快新型基础设施建设的指导意见》），提升市场对铜需求的长期预期。

三、市场影响：

涨势对市场产生多方面影响：下游企业方面，电解铜占电线电缆成本约70%，价格上涨直接推高下游生产成本，部分家电、新能源企业已开始调整产品价格，消费者或面临间接涨价；投资者方面，沪铜期货今日同步上涨（主力合约涨0.8%至82800元/吨），多单持有者受益，市场情绪从“谨慎”转向“乐观”；而沈阳异常高企的价格引发市场猜测，可能原因包括区域内供应短缺（当地冶炼企业减产、库存不足）、数据统计偏差（单位错误或样本异常）或贸易商短期投机炒作，需后续关注数据修正情况，避免误导决策。

四、后市展望：

后市展望方面，短期（1-2周）若国际铜价保持稳定（LME铜站稳9300美元/吨）且国内旺季需求持续释放，铜价或继续小幅上涨，目标位约83000元/吨；长期（3-6个月）需警惕供应端变化——秘鲁Antamina铜矿2026年将增产20%（至45万吨），加上国内新增冶炼产能（如某企业10万吨/年项目投产），可能缓解原料紧张，压制价格涨幅；同时，需防范美元加息超预期、下游需求不及预期（如房地产市场疲软）、全球经济衰退等风险，这些因素可能导致铜价回调。

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2025年9月26日电解铜市场日报

一、今日价格全景：

二、涨势背后：

三、市场影响：

四、后市展望：

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