2025年3月4日废铝行情日报：铝价微幅下跌废铝供需博弈分化

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3月4日废铝行情日报：铝价微幅下跌废铝供需博弈分化

2025-03-04 16:21:02 来源：北方有色网责任编辑：管理员

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一、需求端分析

再生铝企业采购策略分化明显：

备库充足企业：成品消费略显疲软，叠加铝价回调预期，采购价 “跟跌不跟涨”，以刚需补库为主，对高价废铝接受度有限。

备库不足企业：担忧后续供应趋紧，趁价格低位积极采购，尤其对优质废铝（如 6063 白料）需求集中。

建筑型材领域需求延续韧性，华南地区城中村改造项目持续推进，带动部分企业开工率回升至 61% 以上；光伏型材订单受组件厂排产高位支撑，3-4 月需求预期向好。汽车型材终端复苏仍显滞后，主机厂以消化库存为主，采购节奏放缓。

二、供应端分析

废铝持货商库存经过前期集中释放后显著下降，当前囤货待涨情绪升温，部分贸易商采取 “快进快出、逢高出货” 策略。区域供应分化加剧：华东地区因环保限产影响，废铝流通量减少；华北、华南地区则因节后回收体系逐步恢复，市场货源相对充裕。

三、成交与后市展望

今日废铝市场成交活跃度一般，短期来看，铝价或延续弱势震荡，废铝价格受成本支撑及供需博弈影响，料维持窄幅波动。

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2025年3月4日废铝行情日报：铝价微幅下跌 废铝供需博弈分化

一、需求端分析

二、供应端分析

三、成交与后市展望

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2025年3月4日废铝行情日报：铝价微幅下跌废铝供需博弈分化