锂业分会揭秘：7 月碳酸锂期现货缘何逆袭上扬？

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

锂业分会揭秘：7 月碳酸锂期现货缘何逆袭上扬？

2025-08-22 17:31:43 来源：北方有色网责任编辑：石林

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8 月 22 日，锂业分会权威发布 2025 年 7 月锂行业运行全景图。数据显示，7 月碳酸锂期现货市场上演价格 “逆袭”，一路高歌猛进，而这背后，部分企业采矿权证消息成为关键 “导火索”。

从供应端剖析，市场呈现出复杂态势。一方面，碳酸锂产量强势攀升，国内月度总产量首次冲破 8 万吨大关，环比涨幅达 4%，同比更是大增 26%。这得益于期货套保利润的刺激，前期蛰伏的低开工率锂盐企业纷纷复产，锂辉石产线更是增量显著，环比增长 14%。但另一方面，氢氧化锂产量却同比下滑 22%。中矿资源、宜春银锂相继公布检修计划，藏格锂业因采矿手续问题无奈停产，给供应端蒙上了一层不确定性阴影。

需求端则是另一番热火朝天的景象。新能源汽车产业持续高歌猛进，7 月产销同比增幅均超 30%。动力电池装机量也水涨船高，当月达 40.5GWh，同比增长 26.8%，磷酸铁锂电池装机占比 66.4%，同比增长 33.7%。强劲的市场需求，为碳酸锂价格上涨注入了一剂 “强心针”。

展望未来，锂行业的发展之路依旧充满变数。供应端，随着检修企业复产和新产能逐步落地，供应格局或将重塑；需求端，新能源汽车政策利好频出、储能市场蓬勃发展，有望进一步释放需求潜力，但行业竞争加剧、技术迭代加速，也为需求增长增添了诸多未知数。

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锂业分会揭秘：7 月碳酸锂期现货缘何逆袭上扬？

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