2025年6月12日锂市场行情：矿端小幅上行，化合物涨跌分化，供需博弈延续

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6月12日锂市场行情：矿端小幅上行，化合物涨跌分化，供需博弈延续

2025-06-12 17:29:03 来源：北方有色网责任编辑：杨浩

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一、整体态势

2025年6月12日，国内锂市场呈现“矿端微涨、化合物涨跌分化”格局。锂矿受海外矿山供应及国内需求支撑价格小幅上行；锂化合物中，碳酸锂因下游备货、成本传导普涨，氢氧化锂受需求疲软拖累价格下探，金属锂暂稳，行业供需博弈、结构分化特征显著。

二、细分品类行情解析

（一）锂矿：海外、国内矿价同步上行，供应端存支撑

锂辉石精矿（6%，美元计价），涨8美元/吨，报618美元/吨。当地时间2025年6月10日，津巴布韦矿业部长温斯顿・奇坦多在内阁会议后的媒体吹风会上宣布，津巴布韦政府决定从2027年起禁止锂精矿出口，引发市场对远期供应的担忧，矿商惜售情绪升温，支撑锂矿美元计价价格上行。

非洲产各规格锂辉石价格普涨5元/吨度，如3.5-4.0%规格报685元/吨度。

江西各规格锂云母精矿涨5元/吨度。

（二）锂化合物：碳酸锂普涨、氢氧化锂下跌，需求分化显著

碳酸锂：优质电池级（Li₂CO₃≥99.6%）、电池级（≥99.5%）、工业级（≥99.2%）碳酸锂均涨100元/吨，分别报60550元/吨、59950元/吨、58300元/吨。

氢氧化锂：电池级（LiOH≥56.5%，粗颗粒/微粉）、工业级（粗颗粒）氢氧化锂均跌500元/吨，电池级粗颗粒报60500元/吨，微粉65900元/吨，工业级54700元/吨。

六氟磷酸锂、电解液：六氟磷酸锂（LiF≥99.95%）及各类型电解液（常规动力型三元用、圆柱型三元用等）价格暂稳，反映当前锂盐下游需求疲软，企业以去库存为主，价格博弈陷入僵持。

（三）金属锂：供需僵持，价格暂稳

电池级、工业级金属锂（≥99.9%）价格均维持550000元/吨、520000元/吨。

三、市场驱动与未来展望

（一）短期驱动因素

供应端：海外锂矿政策（如津巴布韦出口限制）、国内云母提锂产能收缩，支撑锂矿价格；但氢氧化锂因海外需求疲软，供应过剩压力凸显。

需求端：碳酸锂受益于下游淡季备货，需求阶段性回暖；氢氧化锂受新能源汽车、海外市场拖累，需求难振。

成本端：锂矿涨价向碳酸锂传导，支撑其价格；氢氧化锂因供需失衡，成本传导失效，价格承压。

（二）中长期趋势展望

供需格局：全球锂资源供应过剩延续（2025年预计过剩14.1万吨），但低成本产能（如南美盐湖、澳洲锂辉石）占比提升，高成本产能（国内云母提锂、部分澳矿）加速出清，行业向龙头集中。

价格走势：碳酸锂上半年受高库存压制，或维持震荡磨底；下半年若新能源汽车排产回升、储能项目落地，价格或小幅反弹，但受过剩产能限制，反弹高度有限（预计7-9万元/吨区间）。氢氧化锂供需矛盾难解，价格或延续弱势。

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2025年6月12日锂市场行情：矿端小幅上行，化合物涨跌分化，供需博弈延续

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