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

锂产业周报(4.7-4.11)

2025-04-14 17:39:57 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

本周锂辉石及锂云母现货价格延续跌势，市场交投情绪低迷。截至4月11日，进口锂精矿(Li₂O:6%-6.5%)的价格为793美元/吨，与上周持平。锂云母精矿(Li₂O:1.5%-2%)报价为1030元/吨，较上周下跌65元/吨，下跌幅度5.94%。锂辉石价格持续处于倒挂区间，贸易商利润空间受挤压，普遍放缓出货节奏，部分持货商仅小幅调降报价，以囤货挺价策略应对市场下行压力。下游冶炼厂生产需求刚性存在，但外采原料企业面临低价货源紧缺困境，市场流通资源紧张导致价格传导不畅。当前盘面连日走弱反映下游承接力度显著缩减，叠加供需双方观望情绪浓厚，市场对短期锂矿价格走势预期偏悲观。

本周锂盐市场受宏观情绪主导，碳酸锂和氢氧化锂价格延续下跌趋势。截至4月13日，电池级碳酸锂价格为71600元/吨，较上周下跌2300元/吨，下跌幅度为3.2%。电池级氢氧化锂价格为69050元/吨，较上周下跌550元/吨，跌幅0.79%。期货方面，主力合约因负面宏观消息下跌速度加快，市场基差报价缓慢上移。现货市场成交清淡，下游采购谨慎，四月部分外采矿厂家减产应对，冶炼厂库存压力渐显，部分企业被迫下调开工率。

二、供求分析

供给方面，国内碳酸锂周产量高位运行，盐湖提锂复产加速（西藏、青海产能恢复至80%），盐湖提锂占比提升至35%，低成本产能释放进一步加剧市场供应压力。

需求方面，动力电池领域虽受益于3月新能源车零售销量同比增长38%至99.1万辆，但车企库存压力传导至上游，4月电池厂排产环比仅增15%，采购以刚需为主，需求弹性不足。储能领域因强制配储政策接近尾声，全年锂电池出口预期减少12万吨（对应碳酸锂需求减1.8万吨），储能型磷酸铁锂需求增速显著放缓。

三.本周看点

1、宏观经济：

美国关税：锂电池关税提至64.9%-82.4%，三元材料出口成本增8%，压制海外订单预期。

2、行业及企业动态：

宁德时代与Stellantis合资的西班牙电池工厂开工，规划产能40GWh，进一步巩固全球供应链布局。

亿纬锂能23GWh圆柱磷酸铁锂储能电池项目获批，预计2025年产能提升至210GWh。

四.市场预测

锂矿市场预期偏悲观，上下游观望情绪为主导，预计下周锂矿价格偏弱震荡。锂盐市场情绪较为低迷，下游短期内对于后市并无好转预期，成交心里价位重心小幅下移，下周预计碳酸锂价格在7w附近震荡运行。

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