2025年3月6日负极材料市场日报：价格震荡、产销分化与技术革新并行

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3月6日负极材料市场日报：价格震荡、产销分化与技术革新并行

2025-03-07 11:13:19 来源：北方有色网责任编辑：韩泽楷

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一、价格走势

主流产品价格维稳

  人造石墨类负极材料价格态势平稳。其中，高端数码型产品报价为53,000元/吨，高端动力型产品报价为31,000元/吨，均与前一交易日价格持平。硬碳负极材料价格同样无明显波动，市场均价处于区间震荡状态。在原料端，包覆沥青、石墨化加工费等成本因素支撑强劲，但下游电芯生产厂家持续压价，致使价格上涨空间受限。

成本与利润的博弈格局

  石墨化加工费在负极材料总成本中占比约30%，目前维持在较高价位。与此同时，针状焦等原料价格呈下跌趋势（2024年均价较去年同比下降12%），企业利润空间在一定程度上有所修复。然而，下游市场的压价行为仍给企业带来较大压力。

二、产销动态

产量呈环比回落、同比高增态势

  2025年2月，中国负极材料产量达到17.92万吨，同比增长55.83%，但受春节假期影响，环比减少19.64%。头部企业依据销售情况安排生产，开工率保持在中高水平，库存处于较低位置。

需求呈现明显分化

  动力电池领域：特斯拉4680大圆柱电池的量产，促使硅碳负极需求上升，掺杂比例提升至15%-20%，为头部企业带来订单增量。

  储能领域：硅碳负极在户用储能系统中的应用占比增至18%，且循环寿命突破6000次，成为市场新的增长点。

  消费电子领域：AI手机及XR设备对于轻薄化的需求，刺激了高端数码负极材料的出货量。

三、市场热点

国际贸易壁垒加剧

  美国对中国锂离子电池加征10%关税，总税率高达48.4%，这一举措可能对负极材料出口造成抑制。不过，短期内国内头部企业通过长期协议订单以及本土化生产策略，可在一定程度上缓解冲击。

技术迭代进程加速

  硅碳负极方面：预锂化技术、干法电极工艺等技术取得突破，推动首效提升至90%，膨胀率降至120%以内。宁德时代、比亚迪等企业采购量年增长50%。

硬碳负极方面：钠离子电池的产业化进程带动了硬碳需求。佰思格年产2万吨硬碳项目即将投产，预计年产值可达6-8亿元。

四、后市展望

价格预测

  短期内，受原料成本支撑以及下游压价博弈的双重影响，负极材料价格或将延续窄幅震荡走势。硬碳、硅碳等新型材料因具备技术溢价，价格表现可能更具韧性。

产能释放预期

  2025年，行业新增产能预计超过10万吨，但石墨化产能存在瓶颈（实际释放率仅70%），可能限制供给的大幅增长。

风险提示

  需密切关注碳酸锂价格波动、国际贸易政策变化以及固态电池技术替代加速等潜在风险因素对市场的影响。

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2025年3月6日负极材料市场日报：价格震荡、产销分化与技术革新并行

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