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10月24日电解铜市场日报

2025-10-24 17:24:12 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10月24日，中国主要城市电解铜价格全线大幅上涨，市场情绪持续升温。据北方有色网数据，全国9个主要城市电解铜均价报86375元/吨（含税），较昨日上涨约1020元/吨，涨幅达1.19%。所有城市涨幅均超过1000元/吨，其中重庆以86485元/吨的价格领跑全国，济南则以86270元/吨位居末位，但整体价格差距仅约215元/吨，显示市场一致性走强。

二、区域价格分析（单位：元/


			从区域来看，重庆作为西南核心产区，因智利Escondida铜矿罢工导致进口精矿减少，叠加宁德时代重庆工厂2026年电池产能扩张带来的铜采购量增加30%，价格以86485元/吨领跑；广州作为华南制造业枢纽，受益于汽车行业复苏（广汽集团10月新能源汽车产量同比增长25%）和光伏组件企业（如晶科能源广州基地）铜箔需求增长，价格紧随其后达86460元/吨；武汉依托华中家电产业集群，美的、海尔武汉工厂10月铜采购量环比增长18%，价格与广州持平；上海作为华东物流中心，虽进口铜补充充足（上海港本周铜进口量达2万吨），但特斯拉上海超级工厂扩产需额外采购5000吨/年铜，支撑价格达86420元/吨；西安作为西北新能源基地，风电项目集中启动（陕西榆林10GW风电项目10月开工，需铜约1.2万吨），价格涨至86380元/吨；沈阳受益于东北钢铁行业复苏（鞍钢集团10月钢材产量同比增长12%，铜合金需求增加）和光伏电站（辽宁阜新5GW光伏项目）铜缆采购，价格达86340元/吨；天津和北京因华北地区进口铜集中到货（天津港本周到港铜材1.5万吨），价格略低至86280元/吨，但北京储能行业增长（宁德时代北京储能工厂铜电池盒采购量增加20%）支撑了价格；济南则因华北钢铁产业复苏缓慢（山东钢铁10月产量同比仅增长3%），铜需求依赖钢铁产业链，价格居末位86270元/吨。

三、涨跌原因深度解析

此次上涨的原因可从宏观、供应、需求三方面解析：宏观上，今日美元指数下跌0.5%至104.5，创两周新低，以美元计价的伦敦金属交易所（LME）铜价上涨1.3%至9350美元/吨，人民币计价的上海期货交易所（SHFE）铜价跟随上涨1.2%至86100元/吨，直接支撑国内现货价格；供应端，全球精矿供应紧张，智利最大铜矿Codelco今日宣布旗下Chuquicamata铜矿因设备故障减产5%（约2万吨/年），叠加Escondida铜矿罢工（减产10%），全球精矿供应缺口扩大至5万吨/年，国内精矿加工费（TC/RC）今日下跌6美元/吨至60美元/吨，创2025年以来新低，推高电解铜生产成本；需求端，新能源与制造业双轮驱动，2025年前三季度国内新能源行业铜需求同比增长25%，其中电池（占比45%）、光伏（占比25%）、风电（占比15%）为核心需求点，今日宁德时代与江西铜业签订12万吨/年铜采购合同（2026-2030年），进一步确认新能源需求的持续性；同时，制造业复苏也拉动了需求，如广汽集团10月新能源汽车产量同比增长25%、美的海尔武汉工厂铜采购量环比增长18%等。

企业方面，江西铜业今日宣布旗下贵溪铜矿将投资25亿元扩大产能，新增1.5万吨/年电解铜产量，预计2026年投产，以应对新能源行业需求增长；行业数据方面，中国有色金属工业协会今日发布，2025年前三季度国内电解铜需求同比增长8%，其中新能源行业需求占比从2024年的18%提升至25%，成为需求增长的主要动力。

四、市场动态

企业动作：江西铜业今日宣布，其旗下贵溪铜矿将投资25亿元扩大产能，新增1.5万吨/年电解铜产量，预计2026年投产，以应对新能源行业需求增长。
行业数据：中国有色金属工业协会今日发布，2025年前三季度国内电解铜需求同比增长8%，其中新能源行业需求占比从2024年的18%提升至25%，成为需求增长的主要动力。

五、后市展望

对于后市，短期（1-2周）来看，美元走弱（美联储11月加息预期降温）、新能源需求持续增长（宁德时代、特斯拉等企业的大额采购合同）、库存下降（SHFE电解铜库存今日下降4%至14万吨）将支撑价格维持强势，但需关注智利Escondida铜矿罢工是否结束（若罢工持续，精矿供应将进一步短缺）；长期（6-12个月）来看，新能源行业需求增长（预计2030年全球新能源行业铜需求将增长50%）、供应端瓶颈（全球精矿产量增速缓慢，年均仅约2%）、美元长期走弱（美联储2026年可能开始降息）等因素将推动价格趋势向上，预测2026年国内电解铜均价或升至88000-90000元/吨。

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[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 16 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001353s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 17 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001330s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 3 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.001416s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 48 LIMIT 1 [ RunTime:0.000401s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 49 LIMIT 1 [ RunTime:0.000400s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 50 LIMIT 1 [ RunTime:0.000401s ]
[ SQL ] SELECT * FROM `tb_para` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000466s ]