磷酸铁锂市场周报（3.17-3.21）

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

磷酸铁锂市场周报（3.17-3.21）

2025-03-23 12:32:46 来源：北方有色网责任编辑：管理员

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一、价格走势分析

1、现货价格

动力型磷酸铁锂周内成交价区间为 3.37万-3.51万元/吨，价格小幅下降0.3个点，部分企业因原料碳酸锂成本走弱而调整报价。

储能型磷酸铁价格持稳于 3.31万-3.44万元/吨，海外储能订单支撑需求，但国内电芯厂压价心态抑制涨幅。

高端高压密产品压实密度≥2.6g/cm³的高压密磷酸铁锂价格逆势上涨，部分头部企业报价上调 500-1500元/吨，加工毛利提升至 2500-3800元/吨。

2、成本驱动

电池级碳酸锂现货均价从7.49万元/吨降至7.43万元/吨（跌幅0.7%），锂盐厂复产导致供应宽松。

工业一铵和硫酸价格上涨推动磷酸铁成本上升，部分企业释放调涨信号，但下游采购谨慎限制传导效率。

二、供需动态

1、供应端

头部企业如湖南裕能、德方纳米等维持高开工率，3月产量环比增长 8-10%，但中小企业因技术迭代压力减产。

主流企业库存回落至合理区间，高压密产品因工艺复杂导致流通现货偏紧。

2、需求端

动力电池需求分化：新能源汽车零售回暖（3月前16日销量同比增41%），但中低端车型对普通磷酸铁锂需求疲软，高端车型拉动高压密产品采购。

海外储能抢装推动出口需求，1-2月磷酸铁锂出口量同比增 182%，国内储能型产品排产增长 15%。

三、市场展望

本周磷酸铁锂市场呈现“高端领涨、低端承压”的分化格局，技术迭代与成本博弈主导价格走势。头部企业通过高压密产品抢占市场份额，而中小厂商面临“升级或出清”的生存抉择。短期内，普通磷酸铁锂或延续弱势（3.3万-3.5万元/吨），高压密产品受技术壁垒支撑可能突破 3.6万元/吨。

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磷酸铁锂市场周报（3.17-3.21）

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