2025年3月31日-4月4日硫酸锰市场周报

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

2025年3月31日-4月4日硫酸锰市场周报

2025-04-07 16:01:25 来源：北方有色网责任编辑：管理员

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一、价格走势：成本支撑下小幅上涨，但需求抑制涨幅

1、价格表现

电池级硫酸锰周均价为6062元/吨，较上周（3月24-28日）上涨0.2%，主流价格从5860-6240元/吨微调至5860-6250元/吨。

饲料级硫酸锰广西等地出厂报价持稳于2800-3200元/吨，局部因需求疲软小幅下调至2800-2900元/吨。

2、驱动因素

成本方面，硫酸价格持续攀升叠加锰矿报价盘整，导致硫酸锰生产成本高位运行。

需求出现分化，动力电池领域需求小幅回暖，但三元前驱体企业因原料价格高企观望情绪浓厚，采购以长协订单为主，现货市场活跃度低。

二、供需分析：供应逐步宽松，库存压力隐现

供应端

广西等地区硫酸锰企业开工率逐步提升，但主流厂家仍以交付前期订单为主，排单周期至4月下旬。

钦州港锰矿库存维持81.22万吨（澳块、加蓬块等占比约23.4万吨），处于历史低位，但南非等航线海运成本上涨抑制进口增量。

需求端动力电池行业新能源汽车市场对三元材料需求温和增长，但高镍低钴趋势下硫酸锰需求增幅有限。

饲料与化肥行业水产饲料季节性复苏带动需求环比增长5-10%，但复合肥企业因价格波动采购谨慎。

三、成本与利润：硫酸价格高企挤压利润空间

硫酸（华北地区出厂价520-620元/吨）和锰矿（南非矿价4美元/吨度以下）价格居高不下，硫酸锰生产成本同比上涨约15%。

电池级硫酸吨利润约200-300元，饲料级利润不足100元，部分中小厂因成本倒逼减产。

四、市场情绪与资金动向

现货市场投机降温，贸易商以出货回款为主，囤货意愿低迷。

锰硅主力合约价格回落至6068元/吨（较年初下跌22元/吨），锰矿远期报价疲软拖累市场信心。

五、后市展望：短期震荡偏强，长期关注技术替代风险

短期来看，硫酸锰或延续窄幅震荡，电池级价格区间5900-6300元/吨。成本支撑与需求疲软博弈，若三元前驱体补库启动，价格或阶段性反弹。

长期来看，全球三元前驱体海外项目放量或新增6万吨需求，高纯硫酸锰在固态电池技术中的应用仍需验证。

替代威胁来自于磷酸锰铁锂等无钴正极材料研发加速，可能削弱硫酸锰在动力电池领域的份额。

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2025年3月31日-4月4日硫酸锰市场周报

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