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报指出，从中国境内精铜表观供需状态观察，鉴于中国自身精铜需求的高基数，中国的精炼铜月均净进口量或需维持20万吨左右以满足境内精铜市场的供需平衡。在这一背景下，“以铝代铜”被提升到政策层面。2025 年3月，工业和信息化部等十部门联合印发《铝产业高质量发展实施方案（2025—2027 年）》，明确将“以铝节铜”列为扩大铝消费的重点方向，推动铝在电力、家电等领域的规模化应用。02升级还是“退步”？在家

均涨超10%。　　医药生物板块震荡走弱。截至发稿，三友医疗跌超14%，南新制药跌超11%，毕得医药、迈威生物-U跌超10%，药明康德跌超8%。　　作者：蒋烨欢责任编辑：韦子蓉

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