突传大消息：江西大厂矿区停产短期无复产计划！

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

突传大消息：江西大厂矿区停产短期无复产计划！

2025-08-11 10:34:45 来源：北方有色网责任编辑：石林

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8 月 9 日，有消息称宁德时代枧下窝矿区采矿端将于当晚 12 时停产。随后，期货日报记者从市场各方及宁德时代相关人士处交叉求证，确认了该消息属实，自 8 月 10 日起，该矿区已开始停产，且短期内没有复产计划。相关介绍如下：

停产原因：宁德时代在互动平台表示，公司在宜春项目采矿许可证 8 月 9 日到期后已暂停了开采作业，正按相关规定尽快办理采矿证延续申请。

矿区概况：枧下窝矿区位于江西省宜春市，是宁德时代旗下的锂矿矿区，其年产能约 4.2 万吨碳酸锂，占国内锂云母产能的 20%，此前该矿区及配套冶炼厂的碳酸锂供应量约为 1 万吨 / 月，约占国内总产量的 12.5%。

市场影响：从供应端来看，中信期货分析师杨飞认为，在三季度碳酸锂供需紧平衡的背景下，该矿区停产，或造成单月数千吨的供应缺口。但也有观点认为其影响有限，停产消息已被市场充分计价，供应减量可被进口增量覆盖。从需求端来看，中信建投期货分析师张维鑫认为，此次停产的影响小于上一次，投资者应理性看待各类消息。

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突传大消息：江西大厂矿区停产 短期无复产计划！

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突传大消息：江西大厂矿区停产短期无复产计划！