2025年3月31日-4月4日磷酸铁锂市场周报

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日磷酸铁锂市场周报

2025-04-07 16:25:10 来源：北方有色网责任编辑：管理员

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一、价格走势

1、主流价格区间

动力型磷酸铁锂报价维持3.35-3.57万元/吨，周内微跌0.2%，部分企业暂停报价以观望市场。储能型磷酸铁锂：价格持稳于2.97-3.00万元/吨，需求端补库意愿低迷。

2、驱动因素

成本端，上游碳酸锂价格持续承压（3月底跌至7.48万元/吨），叠加硫酸、工业一铵等原料成本高企，但传导至磷酸铁锂环节受阻。

需求方面，动力电池去库存周期延长，下游铁锂企业排产增速放缓，头部电池厂压价诉求强烈。

二、供需分析：高端产品增量对冲低端过剩

1、供应端

主流企业维持正常生产，头部厂商（如湖南裕能、富临精工）高压实磷酸铁锂（≥2.6g/cm³）出货量显著增长，技术优势企业市场份额提升。

中小厂商库存积压明显，部分二线企业产能利用率降至50%以下。

2、需求端

新能源汽车零售回暖（3月销量同比+39%），但高镍低钴趋势下磷酸铁锂需求增速平缓，储能订单不及预期。

高能量密度、快充型产品（如神行电池配套材料）获市场溢价，而低端产能陷入价格战。

三、成本与利润

工业一铵价格高位震荡（广西出厂价2800-3200元/吨），硫酸区域性供应偏紧，但碳酸锂价格下跌部分抵消成本压力。

行业平均加工费回升至0.4-0.6万元/吨，但多数企业仍处于亏损状态，仅头部企业通过规模效应和技术壁垒实现微利。

四、市场情绪与资金动向

铁锂厂商与下游电池企业围绕加工费展开激烈谈判，部分企业尝试调涨报价但成交清淡。

五、后市展望：短期震荡筑底，长期高端化突围

短期来看，预计维持3.3-3.6万元/吨区间，若碳酸锂反弹至8万元/吨以上或触发补库需求。

长期来看，高压实、倍率型产品渗透率持续提升，2025年高压实材料出货占比或突破20%。

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2025年3月31日-4月4日磷酸铁锂市场周报

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