2月24日-2月28日磷酸铁锂市场周报

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

2月24日-2月28日磷酸铁锂市场周报

2025-03-07 13:15:08 来源：北方有色网责任编辑：管理员

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2025年2月24日-2月28日磷酸铁锂市场周报

一、价格走势与成本分析

1、价格小幅下跌

动力型磷酸铁锂主流含税到厂价3.58-3.78万元/吨，周环比下跌100元/吨，跌幅0.27%。储能型磷酸铁锂高端储能型价格3.38-3.58万元/吨，低端储能型3.23-3.43万元/吨，周跌幅分别为0.29%和0.3%。

成本端，碳酸锂现货价格小幅下调（周跌幅0.1%），叠加磷酸铁价格持稳，生产成本略有缩减。

2、市场分化加剧

第二代磷酸铁锂竞争压力巨大，中小厂商通过低价抢单维持运营，但普遍亏损。第四代高压密产品订单量显著增加，成为市场结构性亮点，加工费达1.8万元/吨以上。

二、供需动态

1、供应端：产量环比下降，产能分化

2月总产量21.74万吨，环比下降14.2%，同比增幅仍达184%。开工率方面，行业整体开工率降至47%，中小厂商因亏损加剧（原料磷酸铁涨价、加工费未上调）减产或停产，头部企业维持稳定生产。产能集中度方面，一、二梯队厂商（如富临精工、湖南裕能）占据主要市场份额，海外产能开始放量。

3、需求端：淡季压制订单

动力电池1月磷酸铁锂电池装车量30.2GWh，环比下降50.5%，拖累市场需求。储能与电芯厂以库存消化为主，2月新订单减少，但高压密产品需求逆势增长。

库存方面，材料厂库存小幅累积，下游采购以长协订单为主，散单成交清淡。

三、未来展望

需求方面，电池厂节后排产正常化，储能和动力领域订单有望回升，预计3月产量环比增长16%。加工费涨价趋势已现，中高压实产品报价或进一步上调，低端产品盈利压力仍存。

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2月24日-2月28日磷酸铁锂市场周报

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