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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

CRT电视单周跌超20% 政策空窗期头部企业集体调降避险

2025-02-21 10:37:36 来源：北方有色网责任编辑：韩泽楷

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近期电废拆解市场延续回调行情，超60%区域龙头货场发布降价通知。细分品类中：

白电类：空调挂机、冰箱等统货回收价环比月初跌幅约3-5%；
黑电类：CRT电视单台价格击穿40元关口，较春节后高点回落超10元/台（跌幅超20%）；
洗衣机：全自动/双缸机型跌幅居前，部分企业报价单周下调8-12%，私企暂以稳价策略维持收货。

跌价归因

政策风险溢价：2025年“国补”细则未全面落地，处理企业拆解补贴申领条件存变数（生态环境部新规要求规范回收量同比提升15%）；
成本倒挂压力：节后铜铝等金属价格反弹，但电废原料采购价受制于终端需求疲软，企业加工毛利缩窄至5-8%（行业盈亏平衡线约6%）。

后市预判：短期市场仍受政策执行节奏与金属价格波动双重扰动，建议拆解企业：

控制原料库存周期在15天以内；
优先执行长协订单，散货交易采用浮动计价条款避险。

政策追踪：财政部已联合地方推出“绿色回收券”试点（覆盖智能家电以旧换新），或于Q2形成增量拆解需求。企业需关注4月补贴资金预拨付进度，及时调整采购策略。

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基本文件流程错误 SQL 调试

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