行业双动态：刚果（金）钴出口禁令 16 日解除转配额，湖北荆门 10.6 亿锂电回收项目落地

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

行业双动态：刚果（金）钴出口禁令 16 日解除转配额，湖北荆门 10.6 亿锂电回收项目落地

2025-10-13 11:28:10 来源：北方有色网责任编辑：石林

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刚果(金)钴出口政策迎调整，10 月 16 日起禁令解除并实施配额制

本周关键节点将至 —— 刚果(金)钴出口禁令将于 10 月 16 日正式解除，后续钴出口将转为配额制管理。这一政策调整将直接影响全球钴供应链格局，对新能源电池上游原材料市场供需及价格走势或产生重要影响，相关产业链企业需重点关注配额分配细则及后续执行动态。

总投资 10.6 亿!湖北荆门签约年产 5 万吨锂电回收负极材料项目

据湖北省荆门市东宝区融媒体中心消息，10 月 11 日，东宝工业园区与江苏华盛联赢新能源材料有限公司、湖北森特瑞新能源科技有限公司达成合作，正式签订年产 5 万吨锂电回收负极材料项目协议，项目计划总投资 10.6 亿元。

项目定位：打造一体化智能化生产线

该项目核心围绕锂电产业链循环利用与高端材料生产，计划建设集废旧锂电池回收、负极材料再生、高纯石墨制备于一体的智能化生产线。项目全面投产后，预计年销售收入可达 15 亿元，将进一步完善荆门地区锂电产业链布局，推动当地新能源产业规模化、集约化发展。

合作双方实力解析

湖北森特瑞新能源科技有限公司：作为东宝区电子信息产业示范企业，自 2022 年投产后发展势头迅猛，石墨负极材料产能从 5000 吨快速跃升至 1.5 万吨，实现翻番式增长，为项目落地提供了扎实的本地产业基础。

江苏华盛联赢新能源材料有限公司：系上市公司华盛锂电(股票代码：688353)的子公司。华盛锂电是国内先进的锂电池电解液添加剂供应商，年产量达 14000 吨，核心产品 VC(碳酸亚乙烯酯)和 FEC(氟代碳酸乙烯酯)保持市场领先地位，客户覆盖三菱化学、比亚迪、天赐材料、国泰华荣、杉杉股份等国内外锂电池产业链知名企业，产品远销日本、韩国、美国、欧洲及东南亚地区，具备成熟的技术储备与市场资源。

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行业双动态：刚果（金）钴出口禁令 16 日解除转配额，湖北荆门 10.6 亿锂电回收项目落地

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