2025年11月24日锂市场日报

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

2025年11月24日锂市场日报

2025-11-24 18:09:52 来源：北方有色网责任编辑：郝炳文

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期货与现货价格
截至2025年11月24日，碳酸锂期货主力合约报收90480元/吨，单日下跌2.88%，延续近期回调态势。
现货方面，电池级碳酸锂均价报9.215万元/吨，较前一交易日下跌150元/吨；工业级碳酸锂均价报8.975万元/吨，同样下跌150元/吨。

价格影响因素分析
供需与库存：当前下游材料厂采购意愿有所提升，逐步开启补库节奏，市场成交氛围趋于活跃。供应端保持稳定，锂盐厂整体开工率维持高位，预计11月国内碳酸锂产量与10月大致持平。
需求端呈现积极信号，新能源汽车与储能市场维持高增长，电芯及正极材料排产11月持续向好，预计碳酸锂11月将持续呈现较大幅度去库。
政策与市场监管：八部门联合印发的《有色金属行业稳增长工作方案（2025—2026年）》提出科学合理布局碳酸锂等项目，避免重复低水平建设，这将对中长期供给侧形成规范。
广期所近日提高碳酸锂期货交易手续费标准并收紧交易限额，促使部分资金离场，对短期市场情绪产生压制。

市场展望
短期来看，碳酸锂市场呈现供需双增格局，但需求增速放缓导致去库速度减慢，基本面对锂价支撑减弱。
叠加交易所调控政策影响，预计价格将以震荡运行为主，难现单边大幅行情。
中长期来看，2026年全球碳酸锂需求预计增长30%，达190万吨，而供应能力仅增长约25万吨，若需求增速超预期，价格可能再度突破10万元/吨。

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2025年11月24日锂市场日报

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