钴产业周报（4.7-4.11）

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

钴产业周报（4.7-4.11）

2025-04-14 18:24:15 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

本周电解钴现货报价接连下探，连跌四个交易日后终于在本周最后一个交易日短暂持稳，截至4月11日，电解钴现货报价暂稳于均价报23.4万元/吨，较上周下跌1万元/吨，跌幅达4.1%。

本周硫酸钴现货报价同样呈现下跌态势。截至4月11日，硫酸钴现货报价在价报49650元/吨，较上周下跌300元/吨，跌幅达0.6%。氯化钴报价60250元/吨，较上周上涨250元/吨，涨幅达0.42%。

本周四氧化三钴现货报价呈现下跌态势，截至4月11日，四氧化三钴现货报价跌至均价报210500元/吨，较上周下跌750元/吨，跌幅达0.36%。

本周三元材料市场价格弱稳运行，原料端钴盐价格走势稳定，市场交投仍以长协为主，但锂盐价格下跌，成本端支撑减弱。截至4月11日，三元523、622、811报价分别为120000、122000、145000元/吨，与上周持平。

二、供求分析

供给方面，刚果（金）钴出口禁令进入政策评估窗口期（原定5月），若延续限制或引入配额制度，全球年供应缺口或扩大至7万吨；印尼镍钴伴生矿对华出口同比增37%，但冶炼企业面临红土镍矿湿法项目加工成本上升压力，实际供应增量受限。

需求方面，传统需求领域持续疲软，磷酸铁锂电池市占率攀升至72%，车用钴需求增速放缓；钴酸锂数码订单维持平淡。新兴场景如智能穿戴设备、低空经济飞行器电池及户储高能量密度三元电池需求增长，带动硫酸钴消费量提升，但增量尚未形成规模支撑。动力电池领域虽受益于3月新能源车零售销量同比+38%至99.1万辆，但车企库存压力传导至上游，三元材料排产环比仅增15%，采购以刚需为主，需求弹性不足。

三、本周看点

宏观经济：

环保新政：生态环境部将废电池明确列为可回收物，推动三元材料回收体系规范化。

行业及企业动态：

华友循环与启源芯动力合作：推进电池黑粉提锂技术，优化三元材料回收效率。

洛阳钼业发布的2025年1-3月经营情况的公告显示：2025年1-3月，公司主要产品铜、钴、铌产品产量同比分别增加15.65%、20.68%、4.39%。

鹏欣资源披露其今年一季度业绩预告，预计2025年第一季度实现归属于母公司所有者的净利润10000万元到13000万元，与上年同期相比，将增加7190.33万元到10190.33万元。

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
钴：电解钴整体供求情况恐难有改善，短期内市场悲观情绪占据主导，预计下周电解钴现货价格或震荡偏弱运行。市场情绪恐难有改善，硫酸钴现货价格或持续震荡。氯化钴价格将继续保持高位，供应商惜售心态强烈。钴酸锂厂家的采购意愿不强，四氧化三钴现货价格可能进一步下滑。

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钴产业周报（4.7-4.11）

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