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降低材料成本。东吴证券研报显示,铜铝比价自2017-2018年供给侧改革以来维持在2.5-4.5区间震荡,在供给强约束背景下,当前铝对铜的供应替代趋势仍在延续。2025年11月的铜铝比价为3.8。“空调铝代铜既是技术发展趋势,也是国家发展战略。”家电行业资深观察人士刘步尘向创业圈记者表示,“铜属于稀缺资源,官方也一直致力于推广铝代铜。”我国用铜量大,但精炼铜自给率依然严重不足。东兴证券研报指出,从

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