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
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
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电解液隔膜隔膜电解液电芯

2025年12月3日锂市场日报

2025-12-03 17:34:13 来源：北方有色网责任编辑：郝炳文

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一、行情回顾：期货价格大幅下挫，期现结构倒挂
今日碳酸锂期货市场显著回调，主力合约收于93，660元/吨，下跌2.82%。广期所持仓期货持仓9652手，较昨日增加660手。现货市场表现坚挺，电池级及工业级碳酸锂均价均上涨300元/吨，分别报93，900元/吨与92，450元/吨，继续对期货维持小幅升水。

二、市场分析：供需预期同步调整，缺口逻辑边际转弱
市场波动加剧主因在于驱动价格的“去库”逻辑出现边际变化。供应端，锂盐厂生产积极性高，12月排产继续上修；同时，市场高度关注的江西枧下窝锂矿复产节点已逐步临近，其取得采矿权证的关键手续获得受理，尽管初期产量有限，但缓和了长期供应焦虑。需求端则出现结构性走弱：据机构调研，12月磷酸铁锂排产环比微降1.15%，三元材料产量预计环比下滑3.25%，主因动力订单回调、企业主动去库及出口预期减弱。

三、短期展望：高位震荡延续，关注核心矛盾演变

综合来看，当前市场多空因素交织。一方面，下游整体排产仍处高位，资源端存季节性减产，短期去库趋势预计延续。另一方面，高价刺激供应释放与下游排产的环比回落，使得供需缺口预期收窄，市场情绪趋于谨慎。机构观点认为，碳酸锂价格将维持高位宽幅震荡，后续需紧密跟踪枧下窝复产进度与终端储能招标等实际需求验证。

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