钽锆市场周报（2025.3.3-3.7）：原料端刚果风险推涨钽价至1608元/公斤，锆系持稳但电熔品承压32500元关口

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

钽锆市场周报（2025.3.3-3.7）：原料端刚果风险推涨钽价至1608元/公斤，锆系持稳但电熔品承压32500元关口

2025-03-11 11:27:30 来源：北方有色网责任编辑：韩泽楷

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钽市场：原料紧缺推涨价格，下游谨慎观望压制交投

1. 价格走势分化本周钽市场整体呈现**“上游强、下游弱”**格局：

上游原料端：受刚果（全球钽铌主产区）局势动荡影响，钽铌矿供应风险骤增，矿价周内显著上涨，五氧化二钽（Ta₂O₅≥99.5%）报价攀升至1608元/公斤，高纯度（Ta₂O₅≥99.99%）产品涨至1813元/公斤，业内人士预计短期矿价仍有上行空间。
下游加工端：终端需求持续疲软，钽锭（Ta≥99.95%）报价2438元/公斤，高纯钽锭（Ta≥99.99%）2638元/公斤，但成本压力抑制采购意愿，市场交投活跃度低迷，多数企业维持观望。

2. 供需矛盾解析

供应端：刚果地缘风险叠加矿石品位下降，钽铌矿供应缺口扩大，成为本轮涨价的直接推手。
需求端：电子、航空航天等终端行业订单增长乏力，企业优先消化库存，新增采购意愿薄弱，导致“有价无市”现象凸显。

3. 后市展望短期内市场将维持**“成本强支撑”与“需求弱现实”**的博弈格局，预计价格窄幅震荡。重点关注刚果局势变化及下游补库节奏。

锆市场：需求疲态延续，锆系产品横盘整理

1. 价格表现

锆英砂：65%普通砂含税报价11500-11800元/吨，行情延续横盘，工厂按需采购，交投清淡。
氧氯化锆：主流报价持稳于14500-15000元/吨，厂家以老客户订单为主，新单签订有限。
硅酸锆：64%硅酸锆含税价15000-15500元/吨，开工率趋稳但走货平平，实单议价空间有限。
电熔氧化锆：需求疲软叠加库存积压，价格承压运行于32500-33000元/吨，部分厂家面临去库压力。
海绵锆：随下游需求波动调整，价格暂无明显方向性信号。

2. 市场痛点

需求端：陶瓷、耐火材料等主力下游行业开工率不足，订单增量有限，导致锆系产品需求释放缓慢。
库存压力：电熔氧化锆等中游产品库存消化周期延长，企业资金周转压力上升。

3. 后市关注点若终端需求未见回暖，锆市场或延续“弱平衡”状态，价格上行缺乏动能。需警惕高库存品种的降价风险。

总结：成本与需求角力，静待破局信号

当前钽锆市场均面临**“上游成本驱动”与“下游需求抑制”**的双向拉扯：

钽市：刚果供应风险主导短期波动，但需求疲软或限制涨幅；
锆市：低库存品种（如锆英砂）抗跌性较强，高库存品种（如电熔氧化锆）承压明显。建议市场参与者优先关注刚果政局、终端补库动向及行业政策调整，灵活应对窄幅震荡行情。

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钽锆市场周报（2025.3.3-3.7）：原料端刚果风险推涨钽价至1608元/公斤，锆系持稳但电熔品承压32500元关口

钽市场：原料紧缺推涨价格，下游谨慎观望压制交投

锆市场：需求疲态延续，锆系产品横盘整理

总结：成本与需求角力，静待破局信号

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