在铜价高企和供应链安全的双重压力下，空调行业正经历一场深刻的“以铝代铜”材料革命。中国是全球最大的空调生产与消费国，其空调产业用铜量巨大。2023年国内家用空调行业铜消费量约占全国总量的10.7%，达172.3万吨，其中80%依赖进口。与此形成对比的是，中国电解铝产量占全球总产量的60%。图片来源：钉科技这种资源禀赋的差异，叠加铜价波动带来的成本压力，使得“铝代铜”从技术备选迅速升级为保障产业链...
Source Link在铜价高企和供应链安全的双重压力下，空调行业正经历一场深刻的“以铝代铜”材料革命。中国是全球最大的空调生产与消费国，其空调产业用铜量巨大。2023年国内家用空调行业铜消费量约占全国总量的10.7%，达172.3万吨，其中80%依赖进口。与此形成对比的是，中国电解铝产量占全球总产量的60%。图片来源：钉科技这种资源禀赋的差异，叠加铜价波动带来的成本压力，使得“铝代铜”从技术备选迅速升级为保障产业链...
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