2025年11月13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

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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。

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2025年11月13日锂市场日报

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