津巴布韦 2025 上半年锂出口激增 30%！剑指全球电动车电池核心供应链

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

津巴布韦 2025 上半年锂出口激增 30%！剑指全球电动车电池核心供应链

2025-08-26 16:07:42 来源：北方有色网责任编辑：石林

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2025 年上半年，非洲最大锂生产国津巴布韦交出亮眼成绩单 —— 锂辉石精矿出口量同比激增 30%，从 2024 年同期的 451,824 吨跃升至 586,197 吨。这一增长在全球锂价持续低迷的背景下更显强劲，标志着津巴布韦正加速抢占全球清洁能源赛道，向 “电动汽车与电池市场核心供应商” 的定位迈进。

三大核心动力，撑起出口爆发式增长

津巴布韦锂出口的亮眼表现，并非偶然，而是投资、项目、产业升级三股力量共同推动的结果：

国际投资密集涌入，中资成核心推手

自 2021 年起，中资企业在津巴布韦锂资源开发领域累计投入超 14 亿美元，浙江华友钴业、中矿资源等企业深度参与，不仅拿下多个优质锂矿项目，还搭建起 “原矿开采 - 本地选矿 - 精矿运输” 的完整产业链，为出口规模扩张打下坚实基础。

重点项目落地提速，全产业链雏形显现

目前，中津合作推进的 130 亿美元能源园区项目正稳步推进，未来将整合锂矿开采、电池材料制造、可再生能源发电等环节，形成 “从锂矿到电池” 的本地化产业生态，进一步释放产能潜力。

本地选矿能力升级，附加值大幅提升

依托外资技术与设备支持，2024 年津巴布韦锂精矿本地加工比例已从 30% 提升至 70%，不仅减少了原矿出口的资源浪费，还通过精矿加工提升产品附加值，直接推动出口量与出口收益双增长。

出口激增背后：三重影响重塑全球格局

津巴布韦锂出口的爆发，不仅提振本国经济，更在全球供应链与清洁能源转型中释放重要信号：

对本国经济：从 “资源国” 向 “产业国” 转型

锂矿出口对津巴布韦 GDP 的贡献率已从 2% 提升至 5%，随着出口规模扩大，还将带动矿山建设、物流运输、电力供应等配套产业发展，创造数万就业岗位，为长期经济复苏注入动力。

对全球供应链：非洲 “锂力量” 崛起

作为非洲锂产量龙头，津巴布韦的出口增长正打破全球锂资源 “澳加主导” 的格局，为中国、欧洲等电动车与电池生产集中地提供新的资源补给通道，降低供应链单一依赖风险。

对清洁能源转型：缓解 “锂资源焦虑”

当前全球电动车产业正面临锂资源需求激增的压力，津巴布韦出口量的提升，将直接增加全球锂原料供给，为动力电池产能扩张、清洁能源替代提供关键资源支撑。

未来关键信号：2027 年禁售精矿，倒逼产业升级

值得关注的是，津巴布韦政府已明确规划：2027 年起将禁止锂辉石精矿直接出口，要求企业在本地完成深加工。这一政策将倒逼国际投资者加大对本地电池材料、正极材料等下游环节的布局，推动津巴布韦从 “锂矿出口国” 向 “锂电产业国” 跨越，未来在全球锂电产业链中的话语权或进一步提升。

从资源开发到产业布局，津巴布韦正以锂为钥，打开通往全球清洁能源核心赛道的大门，其动向或将持续影响未来全球锂电市场的供需格局。

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津巴布韦 2025 上半年锂出口激增 30%！剑指全球电动车电池核心供应链

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