钽锆周报（3.7-3.14）：钽价高位持稳，锆市需求分化

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

钽锆周报（3.7-3.14）：钽价高位持稳，锆市需求分化

2025-03-17 08:39:24 来源：北方有色网责任编辑：韩泽楷

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一、市场行情回顾

1. 钽市场

价格走势：本周国内钽市场维持高位震荡格局。截至3月14日，钽锭（Ta≥99.95%）主流报价区间为2400-2450元/公斤，较上周持平；高纯钽锭（Ta≥99.99%）报价2600-2650元/公斤，五氧化二钽（Ta₂O₅≥99.5%）报价1570-1600元/公斤。价格坚挺主因原料端供应偏紧，但下游需求未见显著改善，市场交投仍以刚需为主。

供需动态：

供应端：国内钽原料进口依赖度高，非洲刚果（金）等主产区矿山复产进度缓慢，叠加国际物流成本波动，现货流通量有限。

需求端：电子元器件（如钽电容器）订单稳定，但航空航天、军工等领域高端钽材采购量环比持平，市场观望情绪浓厚。

2. 锆市场

价格走势：锆英砂价格小幅承压。截至3月14日，65%普通锆英砂含税报价11800-12000元/吨，周环比下跌1.6%；氧氯化锆（ZrO₂≥36%）主流报价14500-14800元/吨，硅酸锆（ZrO₂≥65%）报价14500-15000元/吨，企业提价后实际成交仍存压价。

供需动态：

供应端：南非、澳大利亚锆矿进口量环比增长，港口库存回升，但国内锆矿资源再评价项目释放增量有限，长期供应仍依赖进口。

需求端：陶瓷行业需求低迷，硅酸锆走货压力大；光伏玻璃用锆化学品订单稳定，但新能源领域（如固态电池用氧化锆）需求尚未放量。

二、行业热点事件

钽资源开发合作

刚果（金）Manono锂钽矿项目：紫金矿业宣布其参股的Manono锂钽矿预计2026年投产，该项目含钽资源量超5万吨，长期或缓解全球钽矿供应压力。

锆产业链技术升级

东方锆业智能化项目推进：公司启动年产3万吨电熔氧化锆生产线改造，预计2025年Q2投产，单位能耗降低15%，成本优势进一步凸显。

回收技术突破：清华大学湿法冶金工艺提升电子废料中锆回收率至92%，商业化应用或降低原生矿依赖。

政策与贸易动态

中国锆矿进口政策调整：海关总署优化锆矿砂进口检验流程，通关效率提升10%，短期或刺激进口量增长。

欧盟关键原材料清单更新：拟将钽、锆纳入清单，推动绿色技术应用，长期利好高端材料需求。

三、市场预期与后市展望

钽市场

短期（1-3个月）：原料成本支撑下钽价或维持高位，但下游需求分化（电子元器件稳、高端合金弱），价格上行空间受限。

长期（2025年H2）：新能源（如钽在液流电池中的应用）及半导体靶材需求增长或驱动钽价中枢上移，需关注非洲矿山产能释放节奏。

锆市场

短期：锆英砂供应宽松叠加陶瓷行业疲软，价格或继续承压；氧氯化锆企业挺价意愿增强，但实际成交需关注下游接受度。

长期：固态电池用氧化锆、核级锆材等高附加值产品需求潜力大，产业链向高端化转型加速，龙头企业或率先受益。

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钽锆周报（3.7-3.14）：钽价高位持稳，锆市需求分化

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