12月11日，美的、海尔、小米联手推动空调领域“铝代铜”标准落地并签署自律公约。这场产业协同不仅破解行业痛点，更掀起材料替代革命，为A股相关产业链个股带来确定性机遇。此次联手是资源、成本与技术共振的必然结果。我国铜矿自给率不足30%、进口依赖度近80%，而电解铝产量占全球60%，铝价仅为铜价1/4，全生命周期成本低35%-45%。当前铜价高位运行，空调行业单台铜材成本占比达27%，年增成本超170...
Source Link12月11日，美的、海尔、小米联手推动空调领域“铝代铜”标准落地并签署自律公约。这场产业协同不仅破解行业痛点，更掀起材料替代革命，为A股相关产业链个股带来确定性机遇。此次联手是资源、成本与技术共振的必然结果。我国铜矿自给率不足30%、进口依赖度近80%，而电解铝产量占全球60%，铝价仅为铜价1/4，全生命周期成本低35%-45%。当前铜价高位运行，空调行业单台铜材成本占比达27%，年增成本超170...
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