证券日报网12月23日讯，云南铜业（000878）在接受投资者提问时表示，硫酸是公司铜冶炼生产环节的 副产品，受区域因素影响价格有所不同。今年以来，硫酸销售价格持续处于高位，受到多重因素影响： 一是下游需求端韧性较强；二是国际硫磺供应紧张，直接推高硫磺酸生产成本；此外，区域因素和出口 分流等多重因素也推升价格。今年以来，公司积极抢抓市场机遇，实现了对业绩的积极贡献。 ...

Core Viewpoint - Yunnan Copper Industry reported that sulfuric acid, a byproduct of its copper smelting process, has seen sustained high prices this year due to strong downstream demand and tight international sulfur supply [2] Group 1: Price Influences - The price of sulfuric acid has been influenced by multiple factors, including strong resilience in downstream demand [2] - International sulfur supply has been tight, which has directly increased the production costs of sulfuric acid [2] - Regional factors and export diversion have also contributed to the rising prices of sulfuric acid [2] Group 2: Company Performance - The company has actively seized market opportunities this year, leading to a positive contribution to its performance [2]

Core Viewpoint - The company has experienced a significant increase in sulfuric acid revenue, which rose by 383.80% in the first half of the year, driven by a price increase from over 400 yuan per ton at the beginning of the year to 700 yuan per ton recently [1] Group 1: Company Performance - The company has an annual production capacity of 1.3 million tons of sulfuric acid, primarily for external sales [1] - In the first half of 2025, the company produced 824,800 tons of sulfuric acid, generating revenue of 240 million yuan, reflecting a year-on-year increase of 383.80% [1] - The increase in sulfuric acid prices is expected to positively impact the company's financial performance, with future price fluctuations likely to influence overall results [1] Group 2: Market Dynamics - The company anticipates a self-use sulfuric acid volume of 150,900 tons for 2024, indicating a balance between self-consumption and external sales [1] - The recent price surge in sulfuric acid is a key factor contributing to the company's improved profitability [1]

来源：市场资讯 （来源：钛资讯） 01 03 后市预测 本周国内硫酸市场不断攀高，原材料价格维持高位上涨趋势，价格不断上行，在成本价格支撑下，加之 酸厂库存低位，硫酸货源维持偏紧，国内酸价不断上行；下游磷肥、钛白粉等行业需求稳定，硫酸产销 平衡，出货良好，且部分地区酸厂检修及因原料紧张开工不足，推动硫酸市场上行，预计短期硫酸价格 延续偏强走势。 | 制酸种类 | 市场 | 制酸种类 | 11月13日 | 11月14日 | 张炜幅 | | --- | --- | --- | --- | --- | --- | | 硫磺酸 | 山东地区 | 98%硫磺酸 | 910-970 | 960-970 | 50/0 | | | 江苏地区 | 98%硫磺酸 | 980-990 | 980-990 | 0/0 | | | 浙江地区 | 98%硫磺酸 | 1110-1240 | 1110-1240 | 0/0 | | | 四川地区(出) DID | 98%硫磺酸 | 900-1000 | 900-1000 | 0/0 | | | 河北地区 | 98%硫磺酸 | 940-1070 | 940-1070 | 0/0 | | | 安 ...