钴市场周报（3.3-3.7）

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

钴市场周报（3.3-3.7）

2025-03-10 15:49:43 来源：北方有色网责任编辑：管理员

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一、价格走势

1、电解钴价格暴涨

国内金川电解钴现货均价从18.45万元/吨飙升至21.45万元/吨，周涨幅达16.26%；其他品牌电解钴现货均价从16.48万元/吨涨至18.65万元/吨，涨幅13.17%。海外市场MB标准级钴报价从10.21美元/磅涨至10.99美元/磅，涨幅7.67%；合金级钴从13.3美元/磅涨至13.75美元/磅，涨幅3.38%。

2、钴盐价格跳涨

硫酸钴均价从2.77万元/吨涨至3.53万元/吨，涨幅27.44%，部分市场最高报价达3.67万元/吨。四氧化三钴均价从11.31万元/吨涨至14.12万元/吨，涨幅24.85%。氯化钴周涨幅达37.14%，均价升至4.8万元/吨。

3、价差分析

电解钴与硫酸钴逆价差从1500元/金属吨扩大至9100元/金属吨，反映市场预期与现货供应矛盾。硫酸钴与四氧化三钴价差走阔至2.66万元/吨，因四氧化三钴处于产业链下游，溢价更高。

二、市场情绪与供需分析

1、供应端扰动

2月22日宣布暂停钴出口四个月，导致原料运输中断，市场恐慌情绪升温。预计供应缺口将在未来2-3个月显现。国内冶炼厂普遍“封盘待市”，暂停报价以观望政策动向，可流通货源稀缺。

2、需求端矛盾

三元前驱体厂因钴盐价格暴涨亏损加剧，采购以长单为主，散单压价明显。部分企业暂停接单以规避库存贬值风险。新能源汽车和3C领域需求未显著回暖，高价原料接受度有限，形成“弱现实与强预期”的博弈僵局。

三、产业链影响

1、电池行业压力

三元电池成本攀升，硫酸钴价格跳涨推高三元正极材料成本，中小企业面临资金链压力，而头部企业通过长单锁定资源对冲风险。技术替代加速，磷酸铁锂电池市场份额扩大，弱化钴价波动对整体新能源产业的影响。

2、再生钴与资源多元化

格林美等企业加大电池回收力度，再生钴供应占比提升，缓解原生资源短缺压力。华友钴业、洛阳钼业等企业加速印尼镍钴湿法项目投产，利用红土镍矿伴生钴填补供应缺口。

四、后市展望

1-2周之内，电解钴或突破22万元/吨，硫酸钴可能触及4.4万元/吨，但需警惕政策反转风险。中长期来看，印尼资源开发与再生钴技术成熟将削弱对刚果（金）的依赖，钴价波动性或降低。

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钴市场周报（3.3-3.7）

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