> 数据图表想问下各位网友2.5
2025-12-42.52026年铜：关税战缓和利好全球贸易修复，供给收紧催化供需矛盾表：供需平衡表（单位：万吨）供给端需求端全球精炼铜产量（万吨）全球铜矿产量（万吨）全球再生铜产量（万吨）精炼系数全球铜需求：万吨全球铜需求增速：%电力电子（含风光储）房屋建筑需求拆分交通领域(含新能源）消费（家电/3C）增量需求其它新能源汽车光伏风电储能机器人数据中心增速增速增速同比增速：%同比增速：%同比增速：%同比增速：%同比增速：%2021249021204101.02297482782237166528850103912022252821904121.03300085779138867828678139771.5%3.3%0.7%0.9%4%-4%5%2%-1%55%31%新能源汽车用铜量同比增速（%）光伏用铜量同比增速2023265122604521.0230348737864066902791042461147202427402025E27672026E27962027E28594.9%3.4%1.0%1.0%2.3%23002316233223823.2%1.8%0.7%0.7%2.2%4644764895029.6%2.7%2.7%2.7%2.7%1.0131431.0132051.0132741.0133521.1%3.6%2.0%2.2%2.4%2%-1%5%2%-2%33%66%9237764587012841306%-1%13%2%2%93676717%91875815%9267496%-1%-1%-1%53059165616%12%11%7132831732%0%7252822042%0%7372832352%0%25%33%18%15%32428%115 19 52 35 30351132 29 77 72 -43254%-12%156 51 81 124 -456%333168 75 85 200 -6039供需缺口：万吨-46-29资料来源：Wind，ICSG，IEA， Navigant Research，GWEC，SMM，国际太阳能光伏网，北极星太阳能光伏网，各矿业公司官网，浙商证券研究所 
