节点：下游（终端消费/应用）位置：下游情绪：利好参考度：3/10
长江有色金属网2026年1月30日消息，国内锂电铜箔市场延续强势上涨态势：4.5μm规格均价跃升至134000元/吨，单日涨幅2000元/吨；6μm、8μm规格分别报122350元/吨、121350元/吨，日涨幅均为1800元/吨。
供给端方面，行业新增产能释放受设备交付周期、新技术产业化进度制约，实际有效供给增量有限。头部企业通过技术改造提升高端产品良率及产能占比，巩固竞争优势；中小厂商面临原料成本高企、技术升级困难双重压力，低端产能过剩问题仍存，原料供应稳定性受国际市场与资源政策影响。
需求端呈现结构性高增长特征，新能源汽车动力电池为需求基本盘，储能电池等新兴领域增速显著，成为铜箔用量核心增长引擎；人工智能、低空经济等前沿科技产业推动高频高速、高抗拉强度特种高性能铜箔需求激增，...
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