2025年10月31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10月31日电解铜市场日报

2025-10-31 17:27:29 来源：北方有色网责任编辑：韩泽楷

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一、市场核心摘要

2025年10月31日，中国电解铜市场迎来普跌行情，主要城市价格均跌破8.8万元/吨整数关口，跌幅集中在700-780元/吨区间，其中广州、重庆以87440元/吨领衔，上海紧随其后报87430元/吨，天津、北京等北方城市价格稍低约87270元/吨，市场受供需疲软与国际价格传导双重压力影响，短期呈弱势。

二、价格走势分析：普跌格局，跌幅显著

根据北方有色网10月31日17:23更新的数据，全国10个主要城市电解铜价格均明显下跌，广州、重庆、沈阳、西安、武汉等城市价格在87400-87460元/吨之间，跌幅740-780元/吨；上海、济南价格分别为87430元/吨、87250元/吨，跌幅730-740元/吨；天津、北京价格最低为87270元/吨，跌幅740元/吨，各城市价格差异不足200元/吨，市场走势高度一致，区域供需均衡。

三、价格下跌驱动因素

价格下跌主要受三方面因素驱动：一是供需矛盾，尽管“反内卷”政策严控新增产能，但现有冶炼产能开工率仍达87%（有色协会10月数据），供给充足而下游新能源、家电、电网等行业采购量未明显反弹，需求疲软导致企业降价去库存；二是国际铜价传导，近期LME铜价较上周下跌2.1%至9200美元/吨，国际价格下跌通过进口成本传导至国内，推动国内价格同步下行；三是政策落地，“反内卷”政策要求企业优化产能结构，部分中小冶炼厂为清理库存、回笼资金主动降低售价，加剧市场下跌压力。

四、后市展望：短期弱势，长期企稳

后市来看，短期（1-3个月）供需端压力仍将主导市场，若下游需求未明显回升或国际铜价继续下跌，国内电解铜价格可能进一步下探至8.6万元/吨附近；长期（6-12个月），“反内卷”政策将逐步淘汰落后产能（目标2027年前削减10%产能），供需格局有望改善，同时新能源、AI算力等高端领域对铜的需求持续增长，价格或逐渐企稳并反弹至9万元/吨以上。

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2025年10月31日电解铜市场日报

一、市场核心摘要

二、价格走势分析：普跌格局，跌幅显著

三、价格下跌驱动因素

四、后市展望：短期弱势，长期企稳

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