钴市场周报（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

钴市场周报（3.17-3.21）

2025-03-23 12:39:11 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、电解钴

现货方面，国内电解钴现货均价从25.29万元/吨回落至24.35万元/吨，周内跌幅1.62%。欧洲标准级钴报价同步回调至15.75-16.5美元/磅（约合23.5-24.6万元/吨）。

期货方面，溧阳钴价指数周内下跌14.4%，远期电钴价格跌至20.75-22.9万元/吨，近期电钴价格跌至18.95-22.5万元/吨，反映市场对供应过剩的担忧。

2、钴中间品与钴盐

中间品方面，钴中间品CIF中国报价上涨9.67%至11.54美元/磅，但国内矿山捂货惜售，市场交投冷清。

硫酸钴价格从5.05万元/吨降至4.96万元/吨（跌幅0.7%），部分贸易商抛售老货库存，下游新能源企业采购延期。

氯化钴均价小幅上涨0.85%至5.95万元/吨，但市场情绪缓和后厂商出货意愿增强，价格后期承压。

3、钴氧化物与钴酸锂

四氧化三钴受刚果（金）出口禁令影响，价格逆势上涨27.27%至21万元/吨，但需求端消费电子采购接近尾声，支撑乏力。

钴酸锂价格短暂冲高后回落，周内均价报22.5万元/吨，下游电池企业因库存高位采购谨慎。

二、供需动态

供应端，刚果（金）暂停钴出口四个月的政策加剧市场对结构性短缺的担忧，但短期冶炼厂库存充足（国内库存约5万吨），流通现货未现紧张。

需求端，磁材、合金及动力电池需求疲软，下游以刚需采购为主，新能源企业原料库存压力较低。

三、市场情绪与未来展望

短期来看，电解钴预计维持震荡盘整，价格区间或降至20.5-23.6万元/吨，需关注刚果（金）出口政策执行力度。

硫酸钴价格或触底反弹至4.5万元/吨，氯化钴则可能因厂商抛货进一步下跌至5.7万元/吨。

四、总结

本周钴市场呈现“政策预期降温、价格冲高回落”特征。刚果（金）出口禁令的短期扰动与下游需求疲软的矛盾主导市场，电解钴及钴盐价格承压回落，四氧化三钴因供应链溢价逆势上涨但缺乏持续支撑。未来需警惕政策反复及印尼镍钴一体化项目产能释放对市场的平衡作用，中长期钴价走势将取决于资源国政策执行力度与新能源技术替代节奏。

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钴市场周报（3.17-3.21）

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