铜材"大挪移"放大供需矛盾 产业链上下游"几家欢喜几家愁" 新华财经上海3月25日电（葛佳明） 美国关税政策不确定性引发的"抢铜"潮仍未见平息，美国铜进口激增或改变全球铜市场的供需格局，推动铜价走 强。 今年以来，纽约、伦敦、上海三地铜价持续攀升。其中，纽约商品交易所（COMEX）主力铜期货合约持续攀升，截至发稿报价约5.1470美元／磅，刷 新历史高位，3月来市场累计涨幅接近13%，今年来累计涨幅则达28%，远超黄金同期约14%的涨幅。 伦敦金属交易所（LME）铜价近期上破10000美元／吨后展开震荡盘整，截至发稿，伦铜回落至每吨9995美元附近，仍逼近年内高位，年初至今涨幅达 到12%。上海市场铜期货主力合约则持续高位震荡，25日收盘报81910元／吨，年初迄今涨幅达11%。 分析师普遍认为，本轮铜价上行已不再是简单的"商品行情"，而是全球地缘政治、供需错配以及产业链传导多因素叠加所致。由于新能源汽车、光伏、 储能、电网改造等行业未来对铜的需求大幅上升，铜的"关键金属"角色短期仍难改。 美国"抢铜"造成短期供应混乱 美国关税政策的不确定性，导致市场对美国国内铜供应短缺的担忧加剧。全球铜供应商、交易商争相在 ...

Core Viewpoint - The strategic partnership between Guangzhou Zhiguang Energy Storage Technology Co., Ltd. and Xiamen Haicheng Energy Storage Technology Co., Ltd. aims to establish a procurement relationship for battery cells, with a total expected procurement volume of 15 GWh from 2025 to 2026, reflecting a significant move towards global low-carbon energy transition [1][2]. Group 1 - The global energy storage market is experiencing a compound annual growth rate (CAGR) of over 30%, indicating a strong growth potential for the industry [1]. - The collaboration is seen as a strategic choice to leverage industry opportunities and integrate upstream and downstream resources for high-quality development [1][2]. - The partnership is expected to facilitate the transition from price competition to lifecycle value competition in the energy storage sector [2]. Group 2 - Zhiguang Energy Storage has leveraged 26 years of experience in power electronics technology from its parent company, successfully developing high-voltage direct-connected large-capacity energy storage technology [2]. - Haicheng Energy Storage has a strong research and development capability in the battery cell field and has been accelerating its overseas market expansion [2]. - The collaboration is viewed as a significant event for China's energy storage industry, marking its advancement towards the high end of the global value chain [2].

Core Viewpoint - The article highlights the strengthening cooperation between China and Slovakia in the field of new energy, particularly through the demonstration of a smart mobile charging vehicle by Guoxuan High-Tech, which symbolizes the commitment to advancing electric vehicle infrastructure and battery production in Slovakia [1][3]. Group 1: Smart Mobile Charging Vehicle - A smart mobile charging vehicle named "Yijia Electric" was presented to Slovak Prime Minister Robert Fico, showcasing China's innovative solutions in electric vehicle charging [1][6]. - The vehicle is designed to be flexible and operational without the need for fixed infrastructure, which is crucial for promoting electric vehicle adoption in Slovakia [6][7]. Group 2: Battery Factory Project - The discussion centered on the progress of the battery super factory project in Šurany, which is a landmark collaboration between China and Slovakia aimed at establishing a leading battery production base in Europe [3]. - Prime Minister Fico expressed strong support for the project, emphasizing its strategic importance for Slovakia's automotive industry and the government's commitment to providing comprehensive policy support [3][8]. Group 3: Bilateral Relations - The meeting underscored the warm relations between Slovakia and China, with Fico welcoming more Chinese investments in Slovakia, indicating a positive outlook for future collaborations [3][8]. - Fico humorously mentioned the need to learn Chinese to better understand China's development and cooperation opportunities, reflecting a personal commitment to strengthening ties [2].

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