2025年11月10日锂市场日报

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11月10日锂市场日报

2025-11-10 18:45:51 来源：北方有色网责任编辑：郝炳文

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市场价格

2025年11月10日，国内碳酸锂期货市场迎来强势上涨行情，主力合约单日大幅收涨7.36%，报收87240元/吨，成为当日商品市场最亮眼的品种。这场上涨背后，是资金大举涌入带来的增仓上行，市场交投活跃度显著提升。

供需格局

近期江西省枧下窝采矿权出让收益评估报告的公示，让市场意识到该矿场短期内快速复产的可能性较低，这一关键信息有效缓解了市场对供给过剩的担忧。与此同时，新能源产业链却保持着强劲发展态势，10月乘用车新能源市场表现亮眼，电池厂排产环比增长1.7%，正极厂排产更是实现7.4%的环比增长。特别值得注意的是，储能需求的超预期爆发，正成为推动锂价上涨的重要引擎。

库存数据的变化进一步验证了市场的强劲需求。最新数据显示，碳酸锂周度库存环比减少2.67%，呈现出加速去化态势。从全产业链来看，上游、中游和下游库存分别减少1336吨、790吨和1280吨，总库存已降至123953吨。这种全方位的库存下降，为市场的“强现实”判断提供了有力佐证。

未来走势展望

展望后市，新湖期货分析认为，锂价在年底前有望在资金面及强需求双重驱动下保持偏强态势。预计11月磷酸铁锂产量将继续维持环比增长，行业整体开工率保持上行趋势。然而价格上行空间仍存变数，若实际需求不及预期，供需平衡可能转向过剩。

华泰期货研报则指出，虽然目前储能及动力电池旺季消费端支撑着现货价格，但后续矿端复产进度将成为影响价格走势的关键变量。短期来看，碳酸锂市场多头氛围浓厚，盘面博弈焦点将集中在枧下窝项目复产节奏上。若该项目在月底前仍无复产动作，碳酸锂供需结构可能转为短缺，价格仍存进一步走强动力。

中长期而言，市场关注点将逐步转向2026年储能需求指引及项目实际复产进度，这两个因素将共同决定锂价的中长期运行中枢。

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