节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：6/10
海关总署1月15日披露，2025年中国未锻轧铜及铜材进口量为532万吨，同比下降6.4%，创2020年以来新低。作为全球最大铜消费国，进口量下滑主因是铜价高企抑制需求，尽管去年12月单月进口量环比增长2.3%至43.7万吨，但全年整体疲软态势显著。
2025年伦敦金属交易所（LME）基准铜价年度涨幅近42%，为2009年以来最大年度涨幅。价格上涨驱动因素包括非美市场担忧美国加征关税，铜资源大量流入美国引发区域性供应紧张；矿山生产意外中断；...
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