2026.01. 05 本文字数：2393，阅读时长大约4分钟 作者 | 第一财经 王珍 封图 | 拍摄/第一财经记者任玉明 1月5日，格力电器（000651.SZ）发布声明称空调不涨价、暂无铝代铜计划。在铜的期货价格涨至超 1万美元/吨、空调涨价压力陡增的情况下，为何空调业以铝节铜仍遇阻？ 国家"以铝节铜"政策、铜价大幅攀升，让空调换热器铝合金管代替铜管的发展进入到关键节点。中国 家用电器研究院已牵头成立了"空调铝强化应用研究工作组"，该工作组成员单位已增至19家，包括 格力在内的主流空调企业和铝管等相关企业。 格力电器董事长董明珠去年12月表示，格力对铝的技术研究多年，铝还没达到铜的同等技术保障， 直到铝能完全替代铜，一定上铝。新年伊始，格力电器又正式发布上述声明，仿佛给"铝代铜"来了个 点刹车。在欧洲、日本已销售铝管空调的大金，也表示在中国生产的空调用的是铜管，因为中国相关 行业协会对于铝代铜的标准尚在讨论中。 铜价上涨让空调成本陡增 中国是"铜贫铝富"的国家，铜大部分依靠进口。铜在空调BOM（物料清单）成本中的占比约为 40%。去年国家发布的铝产业高质量发展实施方案（2025-2027年）提出以铝节铜 ...

国家"以铝节铜"政策、铜价大幅攀升，让空调"铝代铜"的发展进入到关键节点。中国相关行业协会对于空调铝代铜的标准尚在讨论中。 1月5日，格力电器（000651.SZ）发布声明称空调不涨价、暂无铝代铜计划。在铜的期货价格涨至超1万美元/吨、空调涨价压力陡增的情况下，为何空调业 以铝节铜仍遇阻？ 国家"以铝节铜"政策、铜价大幅攀升，让空调换热器铝合金管代替铜管的发展进入到关键节点。中国家用电器研究院已牵头成立了"空调铝强化应用研究工 作组"，该工作组成员单位已增至19家，包括格力在内的主流空调企业和铝管等相关企业。 格力电器董事长董明珠去年12月表示，格力对铝的技术研究多年，铝还没达到铜的同等技术保障，直到铝能完全替代铜，一定上铝。新年伊始，格力电器又 正式发布上述声明，仿佛给"铝代铜"来了个点刹车。在欧洲、日本已销售铝管空调的大金，也表示在中国生产的空调用的是铜管，因为中国相关行业协会对 于铝代铜的标准尚在讨论中。 铜价上涨让空调成本陡增 中国是"铜贫铝富"的国家，铜大部分依靠进口。铜在空调BOM（物料清单）成本中的占比约为40%。去年国家发布的铝产业高质量发展实施方案（2025- 2027年）提出以铝节铜，冰箱 ...

内容概况：铜包铝母线是一种基于"趋肤效应"原理设计的复合导电材料，其结构以铝为芯体、外层包覆 铜，既保留了铜在导体表面承担主要导电功能时所具备的高载流量、低接触电阻和强抗腐蚀能力，又通 过内部铝芯的引入显著降低了材料重量与制造成本。作为传统铜排的理想替代品，铜包铝母线在保持相 同加工与使用便利性的同时，能够为企业节约40%–50%的导体成本，目前已广泛应用于电控配电设备 中作为大电流载流导体。近年来，在电力基础设施持续升级、新能源产业高速发展、工业自动化水平不 断提升，以及智能电网、数据中心、新能源汽车等新兴领域迅速扩展的共同推动下，铜包铝母线作为高 效电能传输的关键部件，市场需求持续增长。与此同时，国家政策对电力设备更新换代的支持进一步促 进了行业的规模扩张。数据显示，2016-2024年中国铜包铝母线行业市场规模从155.3亿元增长至887.66 亿元，年复合增长率为24.35%。未来，随着新型电力系统建设的加速推进、工业领域能效要求的不断 提高，以及"以铝节铜"技术路径在更多应用场景中获得认可，铜包铝母线行业有望在技术标准化、产品 高端化及市场国际化等方面实现突破，推动行业迈向更高质量的发展阶段。 相关 ...

Core Insights - The keynote speech at the 10th International Summit on Power Battery Applications highlighted the "two fires" phenomenon in the power battery industry, emphasizing the need for caution against speculative trends and the importance of innovation and capital interaction [1][3][5] Group 1: Current Industry Status - China's power battery industry holds over 67% of the global market share, showcasing a complete industrial chain and leading technology, currently transitioning from scale expansion to high-quality development [3][6] - From January to September 2025, China's lithium battery sales reached 1067.2 GWh, reflecting a year-on-year growth of 55.8%, indicating strong market demand and robust supply capacity [6] Group 2: Key Drivers of Industry Leadership - The success of China's power battery industry is attributed to five key factors: policy guidance, market drive, supply chain integration, innovation support, and capital assistance [7][8] - National subsidies, amounting to approximately 200 billion yuan by 2021, played a guiding role, but the market's driving force became evident as subsidies began to decline [7] Group 3: Core Challenges Facing the Industry - The industry faces three main challenges: safety, cost reduction, and efficiency [9] - Safety concerns are critical, as incidents involving electric vehicles have raised public awareness and consumer apprehension [5][10] - Cost control is essential for achieving scalable profitability, with traditional cost-cutting methods becoming less effective [12][13] Group 4: Innovation and Technological Solutions - Incremental innovations, such as high-quality nanocellulose materials and new cooling liquids, are crucial for addressing safety issues within the industry [11][10] - The application of green technologies, like infrared heating, can significantly reduce energy consumption and enhance production efficiency [14] Group 5: The Role of Capital - Embracing capital is vital for innovation, with the capital market playing a significant role in the development of the power battery industry [8][19] - The industry must guide capital towards areas that require support, avoiding misallocation of resources [20][21] Group 6: Caution Against Speculation - There is a warning against the excessive speculation surrounding solid-state batteries, which may not reach large-scale commercialization for another 5 to 8 years [17][18] - The industry should not rely solely on solid-state batteries to solve safety issues, as manufacturing defects can lead to failures across all battery types [18]