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
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
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

2025年11月13日锂市场日报

2025-11-13 17:17:29 来源：北方有色网责任编辑：郝炳文

分享到：

打印

复制链接

价格概况

今日国内锂市场延续强势，碳酸锂期货主力合约收报87840点，上涨1.39%，逼近9万元/吨关键点位。现货市场同步跟涨，电池级碳酸锂报价86750元/吨，较昨日上涨600元/吨；工业级碳酸锂均价8.20万元/吨，上涨900元/吨；电池级氢氧化锂则保持稳定，报79700元/吨。

市场走强的主要驱动与逻辑分析
本轮价格上涨的核心驱动力来自储能领域的超预期增长。储能电池订单显著增加，部分环节甚至出现电池供不应求的现象，为碳酸锂需求注入了强劲动力。与此同时，动力电池市场也处于产销旺季，新能源汽车销量同比维持高增速，进一步支撑了对锂原料的需求。
供应端则呈现持续收紧的态势。碳酸锂周度库存已连续12周下降，累计减少约2万吨，上下游各环节库存均有所去化，验证了供需基本面的实质性改善。

此外，矿业权出让金政策的落地对供应预期产生了关键影响。以江西枧下窝矿为例，其采矿权出让收益评估报告的公示，该矿区矿业权出让收益评估价值约2.466亿元，显著高于原先的市场基准价0.693亿元，按"就高确定"原则，宁德时代需补缴约1.77亿元款项。根据专家测算，按选矿回收率为65.42%推算，假设冶炼回收率为70%，则对应产出约9.3万吨碳酸锂。补缴1.77亿元折算每吨补1907元。从销售价格来看，锂云母精矿不含税销售价为1347元/吨，按照冶炼加工费3.5万元/吨计算，对应的碳酸锂生产成本约为8.2万元/吨。碳酸锂生产成本上升增加了后续供应的不确定性，也让市场对江西其他锂云母矿生产成本上升产生一定预期，反而在一定程度上支撑了碳酸锂价格上涨。

后市展望
综合来看，在低库存、需求韧性和刚性成本支撑的共同作用下，碳酸锂价格短期内预计将保持偏强运行。中长期而言，矿业权出让金等政策的全面实施，标志着锂电行业从粗放增长迈向精细化、合规化发展的新阶段，拥有资源、技术和资金优势的企业将在未来的竞争中赢得更大发展空间。

免责声明
北方有色网提供的信息仅供参考，不作为决策建议，客户需自主判断决策，并自行承担相关后果。本报告版权归北方有色网所有，仅限客户自身使用。如需引用，须联系申请授权；未经书面许可，任何机构或个人不得以任何形式传播、发布、篡改本报告。北方有色网保留追究任何侵权行为法律责任的权利。

周报

更多+

▪《锆市场周报》第50周（12.8-12.12）[12-16]

▪《铜市场周报》第50周（12.8-12.12）[12-15]

▪《电解铝周报》第50周（12.8-12.12)[12-15]

▪《铅锌周报》第50周（12.8-12.12)[12-15]

▪《钛市场周报》第50周（12.8-12.12）[12-15]

研究报告

更多+

▪碳酸锂价格有望高位震荡-2025年11月碳酸锂月报[12-08]

▪《锌市场月报》第11月（10.1-10.30)[12-08]

▪《铝市场月报》第11月（11.1-11.30）[12-05]

▪《钛市场月报》第11月（11.1-11.30）[12-05]

▪《钛市场月报》第10月（10.1-10.31）[11-20]

主编视角

更多+

▪主编视角：稀土元素——半导体行业进步的多重推进器[11-21]

▪主编视角：钼金属——半导体微型化的新引擎[11-21]

▪刚果（金）“掐住”钴咽喉，中国新能源如何破局？[11-20]

▪印尼按下“暂停键”，全球镍产业迎来大变局？[11-20]

▪Empire Metals公司在吉隆坡TZMI大会展示Pitfield钛项目，揭示全球钛产业新焦点[11-14]

热点

更多+

▪投资5亿！武汉6万吨铁锂电池回收项目投产，干法技术领跑行业[12-18]

▪2025光伏行业盈利改善亏损持续收窄[12-18]

▪封关启幕：金融“活水”筑牢海南自贸港开放基石[12-18]

▪印尼拟大幅下调2026年镍矿产量目标[12-18]

▪深圳27人走私管制金属锑锭166余吨出境主犯被判12年[12-18]

基本文件流程错误 SQL 调试

/websites/wwwroot/cmcc/public/index.php ( 0.75 KB )
/websites/wwwroot/cmcc/thinkphp/start.php ( 0.72 KB )
/websites/wwwroot/cmcc/thinkphp/base.php ( 2.60 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Loader.php ( 21.07 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Error.php ( 3.75 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Config.php ( 6.38 KB )
/websites/wwwroot/cmcc/thinkphp/convention.php ( 10.37 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/App.php ( 21.51 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Request.php ( 49.78 KB )
/websites/wwwroot/cmcc/application/config.php ( 10.22 KB )
/websites/wwwroot/cmcc/application/database.php ( 1.96 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Hook.php ( 4.71 KB )
/websites/wwwroot/cmcc/application/tags.php ( 0.96 KB )
/websites/wwwroot/cmcc/application/common.php ( 28.86 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Env.php ( 1.21 KB )
/websites/wwwroot/cmcc/thinkphp/helper.php ( 17.30 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Lang.php ( 7.41 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Log.php ( 6.05 KB )
/websites/wwwroot/cmcc/thinkphp/lang/zh-cn.php ( 11.81 KB )
/websites/wwwroot/cmcc/application/route.php ( 2.86 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Route.php ( 60.23 KB )
/websites/wwwroot/cmcc/application/index/controller/News.php ( 29.18 KB )
/websites/wwwroot/cmcc/application/index/controller/Base.php ( 3.63 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Controller.php ( 6.07 KB )
/websites/wwwroot/cmcc/thinkphp/library/traits/controller/Jump.php ( 4.90 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/View.php ( 6.77 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/view/driver/Think.php ( 5.64 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Template.php ( 44.90 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/template/driver/File.php ( 2.24 KB )
/websites/wwwroot/cmcc/application/common/library/RedisUtil.php ( 0.83 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Cache.php ( 6.10 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/cache/driver/Redis.php ( 6.54 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/cache/Driver.php ( 5.98 KB )
/websites/wwwroot/cmcc/application/admin/model/Para.php ( 0.09 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Model.php ( 69.14 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Db.php ( 6.67 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/connector/Mysql.php ( 3.89 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/Connection.php ( 29.97 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/Query.php ( 93.77 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/builder/Mysql.php ( 4.53 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/Builder.php ( 31.55 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Debug.php ( 7.13 KB )
/websites/wwwroot/cmcc/application/admin/model/News.php ( 3.74 KB )
/websites/wwwroot/cmcc/application/admin/model/Cate.php ( 0.59 KB )
/websites/wwwroot/cmcc/application/admin/model/Admin.php ( 0.09 KB )
/websites/wwwroot/cmcc/application/common/consts/NewsConst.php ( 0.28 KB )
/websites/wwwroot/cmcc/application/admin/model/IndexCate.php ( 0.45 KB )
/websites/wwwroot/cmcc/runtime/temp/ae754a079b49dad486f0fa457bc10d5b.php ( 131.67 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Url.php ( 12.72 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Response.php ( 8.28 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/debug/Html.php ( 4.17 KB )

[ DB ] CONNECT:[ UseTime:0.000491s ] mysql:host=127.0.0.1;port=3306;dbname=ysscdb;charset=utf8mb4
[ SQL ] SHOW COLUMNS FROM `tb_para` [ RunTime:0.000726s ]
[ SQL ] SELECT * FROM `tb_para` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000448s ]
[ SQL ] SHOW COLUMNS FROM `tb_news` [ RunTime:0.000579s ]
[ SQL ] SELECT * FROM `tb_news` WHERE `id` = 6915 LIMIT 1 [ RunTime:0.000404s ]
[ SQL ] SHOW COLUMNS FROM `tb_cate` [ RunTime:0.000443s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 96 LIMIT 1 [ RunTime:0.000292s ]
[ SQL ] SHOW COLUMNS FROM `tb_admin` [ RunTime:0.000466s ]
[ SQL ] SELECT * FROM `tb_admin` WHERE `id` = 19 LIMIT 1 [ RunTime:0.000304s ]
[ SQL ] SELECT `id`,`title`,`url` FROM `tb_news` WHERE `cate_id` = 98 ORDER BY `submit_date` DESC LIMIT 10 [ RunTime:0.004402s ]
[ SQL ] SHOW COLUMNS FROM `tb_index_cate` [ RunTime:0.000505s ]
[ SQL ] SELECT * FROM `tb_index_cate` WHERE `cate_aid` = 1 ORDER BY `sortid` ASC [ RunTime:0.000373s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=10 and cate_cid=27 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=113 and mode02=-1 and mode03=941 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.000419s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 10 LIMIT 1 [ RunTime:0.000296s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=11 and cate_cid=38 and area_aid=1 and area_bid=14 and area_cid=91 and mode01=184 and mode02=621 and mode03=1095 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.000330s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 11 LIMIT 1 [ RunTime:0.000341s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=12 and cate_cid=46 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=325 and mode02=-1 and mode03=1231 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.000497s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 12 LIMIT 1 [ RunTime:0.000390s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=13 and cate_cid=49 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=377 and mode02=696 and mode03=1275 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.000472s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 13 LIMIT 1 [ RunTime:0.000411s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=14 and cate_cid=54 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=419 and mode02=-1 and mode03=1400 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.000530s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 14 LIMIT 1 [ RunTime:0.000352s ]
[ SQL ] SHOW COLUMNS FROM `tb_advert` [ RunTime:0.000593s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000346s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 10 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 8 [ RunTime:0.001910s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 11 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 8 [ RunTime:0.001975s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 2 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 6 [ RunTime:0.001862s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 12 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 5 [ RunTime:0.001437s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 13 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 5 [ RunTime:0.001369s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 3 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 6 [ RunTime:0.001438s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 10 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001726s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 11 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001667s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 12 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001480s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 13 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001351s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 14 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001284s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 19 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001419s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 15 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001361s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 16 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001404s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 17 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001395s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 3 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001321s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 48 LIMIT 1 [ RunTime:0.000374s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 49 LIMIT 1 [ RunTime:0.000346s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 50 LIMIT 1 [ RunTime:0.000353s ]
[ SQL ] SELECT * FROM `tb_para` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000444s ]