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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25日锂市场日报

2025-11-25 16:46:57 来源：北方有色网责任编辑：郝炳文

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一、今日市场概览
2025年11月25日，国内碳酸锂期货结束此前连续下跌态势，主力合约显著反弹。截至收盘，碳酸锂主力合约报收95400元/吨，单日涨幅达4.47%。

当日国内期货主力合约多数收涨，碳酸锂表现抢眼，涨幅位居前列，沪银、多晶硅等品种跟涨近3%。

现货市场方面，电池级碳酸锂现货价格为91000元/吨，与前一交易日持平。

二、反弹驱动因素分析
今日碳酸锂期货价格的止跌回升主要受到以下几方面因素支撑：

需求端表现稳健成为支撑市场的重要因素。下游主力行业开工维持高位，对碳酸锂刚需支撑良好。

从产业层面看，磷酸铁锂行业“反内卷”推进改善了产业生态，加之龙头企业对全球需求前景的乐观预测，为市场注入信心。

天齐锂业董事长在2025年第二届中国国际锂业大会上表示，受益于可再生能源并网需求、商用重卡等电动化设备增速迅猛，储能领域和动力电池对基础锂材料的需求持续上涨，2026年全球锂需求量预计将达到200万吨碳酸锂当量，基本达到供需平衡。

三、供需基本面数据
供应方面：国内提锂企业排产较为积极，国产供应充足。截至11月20日当周，碳酸锂周度产量约2.21万吨，环比增加585吨。

库存方面：碳酸锂社会库存连续去库14周至11.84万吨，库存周转天数下降至26.8天。但周度去库速度有所放缓，从之前的3400吨降至2052吨。

需求方面：11-12月下游排产表现仍然较强，对现实基本面起到支撑。三元材料和磷酸铁锂周度产量均有所增加。

四、市场展望
展望后市，周度去库幅度收窄，交易所限仓，市场情绪明显降温，但由于市场现货流通偏紧，下游需求维持火热，当前价格存在弱支撑。展望后市，利空驱动主要为枧下窝复产和动力需求季节性走弱，但底部支撑已抬升，预计短期价格以震荡为主。

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