钴市场日报（2.10）

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

钴市场日报（2.10）

2025-02-10 16:19:19 来源：北方有色网责任编辑：管理员

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一、价格走势

（一）现货钴价

2月10日，国内现货钴报价区间为151,000-176,000元/吨，整体价格较节前持平，但区域市场呈现分化。

上海市场：主流品牌电解钴（99.8%）报价156,000-175,000元/吨，中间值165,500元/吨，部分品牌贴水80-50元/吨，成交清淡。

广东市场：1#钴报价155,000-175,000元/吨，中间值165,000元/吨，库存增至5.24万吨，贸易商降价意愿有限，下游复工后询价增加但实际成交有限。

国际市场：LME钴库存小幅下降至130吨（新加坡24吨、荷兰69吨等），国际钴价震荡趋稳，对国内钴市形成利空压力。

（二）钴盐与加工品

硫酸钴：报价区间26,000-50,000元/吨（预测值），价格弱势盘整，供需矛盾突出210。

钴粉（-200目，国产）报价164,000-167,000元/吨，价格持稳，但终端需求未见显著回暖。

二、供需分析

（一）供应端

产量增长：2025年国内电解钴供给量预计达6.8万吨，同比增长48%，主要来自印尼湿法冶炼项目及刚果（金）矿山复产。

进口依赖：中国钴原料对外依存度高达98%，刚果（金）占进口量的80%以上，但非洲地缘政治风险可能扰动供应链。

废钴回收：政策限制（如反向开票）导致废铜供应减少，但再生钴产能逐步提升，年回收量约2万吨。

（二）需求端

传统领域疲软：三元电池需求增长缓慢（预计2025年耗钴量5.9万金吨，同比持平），钴酸锂需求受智能手机销量拖累，同比仅增长4%28。

新兴领域支撑：磁性材料（占比46%）和高温合金（占比41%）需求稳定增长，新能源汽车及5G基站用钴量逐步提升。

三、库存与市场动态

（一）库存情况

国内库存：电解钴社会库存2960吨，硫酸钴库存5550金属吨，四氧化三钴库存5090吨，整体维持高位。

国际库存：LME钴库存130吨，延续去库趋势，但绝对量较低，对价格支撑有限。

（二）市场动态

废钴市场：华东地区看涨情绪升温，但实际成交一般，下游铜厂补库积极，上游持货商谨慎操作。

下游加工：钴盐企业开工率偏低，硫酸镍需求走弱，三元前驱体产量环比下降9%，拖累钴消费。

四、后市展望

钴价预计在150,000-300,000元/吨区间震荡，受高库存压制，上涨空间有限，但政策宽松可能提振市场情绪。

需关注非洲刚果（金）安全形势及印尼出口政策变化，若供应扰动超预期，钴价或阶段性反弹

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