数据来源：中国海关，智研咨询整理 近一年中国未锻轧铜及铜材出口情况统计图 数据来源：中国海关，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2026-2032年中国铜材行业市场调查研究及投资策略研究报告》 根据中国海关数据显示：2025年10月中国未锻轧铜及铜材进口数量为44万吨，同比下降13.5%，进口金 额为46.62亿美元，同比下降5.9%，2025年10月中国未锻轧铜及铜材出口数量为13.43万吨，同比增长 67.8%，出口金额为14.44亿美元，同比增长76.7%。 近一年中国未锻轧铜及铜材进口情况统计图 ...

Core Insights - In September 2025, China's imports of unwrought copper and copper products reached 490,000 tons, marking a year-on-year increase of 1.4% [1] - The import value for the same period was $4.937 billion, reflecting an 8% year-on-year growth [1] - Exports of unwrought copper and copper products amounted to 95,900 tons, showing a significant year-on-year increase of 26% [1] - The export value reached $1.035 billion, which is a 34.5% increase compared to the previous year [1] Import Data - The quantity of unwrought copper and copper products imported in September 2025 was 490,000 tons [1] - The import value for this period was $4.937 billion [1] - Year-on-year growth in import quantity was 1.4% and in import value was 8% [1] Export Data - The quantity of unwrought copper and copper products exported in September 2025 was 95,900 tons [1] - The export value for this period was $1.035 billion [1] - Year-on-year growth in export quantity was 26% and in export value was 34.5% [1]

Core Insights - The report by Zhiyan Consulting highlights the trends in China's copper materials industry, focusing on import and export statistics for April 2025 [1] Import Data - In April 2025, China imported 440,000 tons of unwrought copper and copper materials, representing a year-on-year increase of 0.2% [1] - The import value for the same period was $4.295 billion, showing a year-on-year growth of 4.8% [1] Export Data - In April 2025, China exported 154,100 tons of unwrought copper and copper materials, which is a significant year-on-year increase of 66.7% [1] - The export value reached $1.533 billion, marking a year-on-year growth of 71.9% [1] Industry Overview - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services for investment decisions [1]

Group 1 - China's recent export controls on rare earths have prompted the U.S. to threaten a 500% tariff increase [1][2] - China holds approximately 33% of the world's rare earth reserves and is the largest producer, accounting for 70% of global output in 2024 [2][10] - The U.S. relies on China for rare earths not due to quality but because of China's superior extraction and processing technology [3][10] Group 2 - Rare earths are strategically valuable due to their unique properties and applications in various industries, including electronics, military, and renewable energy [5][30] - Despite the name "rare," rare earth elements are not scarce and are found in several countries, including the U.S., Brazil, Canada, and Russia [7][8] - The U.S. is projected to produce 45,000 tons of rare earths in 2024, representing 11.5% of global production, but still imports heavily from China due to processing advantages [10][12] Group 3 - China's rare earth industry has developed a complete processing chain, controlling over 90% of global processing capacity [12][27] - The extraction of rare earth elements is complex, requiring advanced technology to achieve high purity, which China has successfully developed since the 1970s [14][24] - The breakthrough in extraction technology in China, particularly the "new staged extraction method," has allowed for significant advancements in production efficiency and purity [23][27] Group 4 - China's focus on environmental protection and industry consolidation has further strengthened its position in the rare earth market [27][30] - The cost of processed rare earths exported from China is significantly lower than that of Western countries, making it difficult for them to compete [30][34] - The core issue in the U.S.-China trade dynamics is not merely resource availability but the technological capabilities that underpin production [36][37] Group 5 - In addition to rare earths, China is also a dominant player in the copper industry, with significant production capabilities [30][32] - The development of copper processing technology in China mirrors that of rare earths, leading to a reliance on Chinese imports despite the U.S. having its own production capacity [32][34] - The overarching theme is that technological superiority is the key factor in maintaining competitive advantage in both rare earths and copper industries [34][36]

Group 1 - The core viewpoint of the article highlights the growth in China's copper material production, with a reported output of 2.08 million tons in April 2025, representing an 8.4% year-on-year increase [1] - Cumulative copper material production from January to April 2025 reached 7.492 million tons, showing a cumulative growth of 5.2% [1] Group 2 - Listed companies in the copper industry include Yunnan Copper (000878), Bowei Alloys (601137), Baiyin Nonferrous Metals (601212), Jintian Copper (601609), and Zhongyuan New Materials (603527) [1] - The report referenced is the "2026-2032 China Copper Material Industry Market Survey and Investment Strategy Research Report" published by Zhiyan Consulting [1]

Core Insights - The report by Zhiyan Consulting highlights the growth in China's copper and copper products market, with significant increases in both imports and exports in July 2025 [1] Import Data - In July 2025, China imported 480,000 tons of unwrought copper and copper products, marking a year-on-year increase of 10% [1] - The import value for the same period reached $4.85 billion, reflecting a year-on-year growth of 11.2% [1] Export Data - In July 2025, China exported 190,800 tons of unwrought copper and copper products, which is a year-on-year increase of 35.4% [1] - The export value for this period was $1.968 billion, showing a year-on-year growth of 34.5% [1] Company Profile - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [1] - The company has over a decade of experience in the industry research field, providing comprehensive industry solutions to empower investment decisions [1]

Core Insights - The report by Zhiyan Consulting highlights the trends in China's copper and copper products market from 2025 to 2031, focusing on import and export statistics for June 2025 [1] Import and Export Data - In June 2025, China imported 460,000 tons of unwrought copper and copper products, marking a year-on-year increase of 6.5% with an import value of $4.616 billion, which is a 3.8% increase compared to the previous year [1] - Conversely, in June 2025, China exported 154,400 tons of unwrought copper and copper products, showing a significant year-on-year decline of 33.8%, with an export value of $1.573 billion, down 34.3% year-on-year [1] Industry Overview - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research, business plans, feasibility studies, and customized services, providing comprehensive industry solutions to empower investment decisions [1]

Core Insights - In May 2025, China's imports of unwrought copper and copper products reached 430,000 tons, representing a year-on-year decrease of 16.6% [1] - The import value for the same period was $4.204 billion, down 17.5% year-on-year [1] - Exports of unwrought copper and copper products in May 2025 totaled 114,200 tons, marking a year-on-year decline of 23.6% [1] - The export value was $1.173 billion, reflecting a year-on-year decrease of 22% [1] Import Data - Import quantity of unwrought copper and copper products: 430,000 tons [1] - Year-on-year change in import quantity: -16.6% [1] - Import value: $4.204 billion [1] - Year-on-year change in import value: -17.5% [1] Export Data - Export quantity of unwrought copper and copper products: 114,200 tons [1] - Year-on-year change in export quantity: -23.6% [1] - Export value: $1.173 billion [1] - Year-on-year change in export value: -22% [1]