铅周报（2025.1.6-1.12）：稳中有变，前景待瞻

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

铅周报（2025.1.6-1.12）：稳中有变，前景待瞻

2025-01-15 08:55:06 来源：北方有色网责任编辑：管理员

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一、本周行业动态

（一）市场价格走势

铅精矿价格：本周国产铅精矿价格整体保持稳定，主流 50% 品位铅精矿价格稳定在 15375 - 15975 元 / 金属吨区间，加工费平稳维持在 400 - 800 元 / 金属吨，与上周相比无明显变化。进口铅精矿价格受国际市场供应略微宽松影响，略有下跌，幅度在 100 元 / 金属吨。
铅锭价格：铅锭市场价格呈现震荡走势，本周均价为 15500 元 / 吨。受到宏观经济数据显示制造业复苏缓慢以及铅行业环保政策趋严的影响，价格在周内波动较大，最高涨至 15700 元 / 吨，最低跌至 15300 元 / 吨。

（二）市场成交情况

铅精矿成交：市场成交态势平缓，国产铅精矿市场交易活跃度一般。矿山企业出货节奏正常，但下游铅冶炼厂采购积极性不高，双方在价格和加工费上的谈判较为僵持。部分地区因元旦假期物流运输受限，导致成交略有受阻。
铅锭成交：铅锭市场成交情况一般，终端需求表现稳定。电池行业作为铅锭的主要消费领域，对铅锭的采购按需进行，采购量较上周基本持平。

（三）行业生产动态

矿山生产：国内主要铅矿山企业生产基本正常，部分矿山企业利用假期进行了设备维护，总体产量较上周基本持平。
冶炼厂生产：铅冶炼厂开工率维持在 65% 左右，与上周相比略有下降。部分冶炼厂因原料库存充足，生产稳定；而部分冶炼厂受加工费不理想以及环保限产影响，生产进度受到一定程度的制约。

二、本周影响因素分析

（一）政策因素

本周环保部门加强了对铅行业的监管力度，对部分不符合环保标准的小型铅矿山和冶炼厂进行了整顿，这在一定程度上影响了行业的供应稳定性。同时，产业政策继续鼓励铅行业的技术创新和绿色发展，引导企业加大环保投入和技术升级。

（二）供需因素

供应方面：铅精矿供应整体稳定，国产矿山产量保持平稳，进口铅精矿数量略有减少，主要原因是国际市场部分矿山因季节性因素产量下降以及汇率波动导致进口成本上升。
需求方面：下游铅酸电池行业需求稳定，受冬季气温较低影响，电动自行车等终端产品销售略有放缓，但由于电池企业维持正常生产库存，对铅锭的需求变化不大。

（三）宏观经济因素

全球经济增长速度仍较为缓慢，国际贸易形势依然复杂多变，这对铅行业的出口和国际市场需求产生了一定的影响。国内经济虽然保持稳定增长，但制造业复苏步伐较慢，对铅的需求拉动作用有限。

三、下周市场展望

（一）价格预测

预计下周国产铅精矿加工费仍将维持稳定，但随着矿山企业开工率的提升以及进口铅精矿数量的可能变化，不排除有上涨的可能性。铅锭价格可能会受到需求端的进一步影响，若电池行业需求持续稳定，价格有望保持震荡上行走势；若需求出现疲软，价格可能面临下行压力。

（二）市场趋势

供应趋势：矿山企业将继续保持稳定生产，铅精矿供应有望维持当前水平。进口铅精矿数量可能会因国际市场矿山复产情况以及汇率变化而有所增加。
需求趋势：下游铅酸电池行业需求将随着气温的逐渐回升以及终端市场销售的恢复而有所增长，预计对铅锭的需求将呈现上升趋势。

（三）风险提示

下周需关注政策变动风险，若环保政策进一步趋严，可能会对部分企业的生产造成较大影响。同时，市场供需失衡风险也需警惕，若供应大幅增加而需求增长不及预期，可能导致价格大幅下跌。此外，价格波动风险也较为突出，需密切关注宏观经济形势和国际市场动态。针对这些风险，企业应加强市场监测，合理调整生产和库存策略，积极应对市场变化。

综上所述，本周铅行业市场整体表现平稳，加工费和成交情况均无明显变化。下周需密切关注市场供需动态和宏观经济形势，以便及时调整经营策略。

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铅周报（2025.1.6-1.12）：稳中有变，前景待瞻

一、本周行业动态

（一）市场价格走势

（二）市场成交情况

（三）行业生产动态

二、本周影响因素分析

（一）政策因素

（二）供需因素

（三）宏观经济因素

三、下周市场展望

（一）价格预测

（二）市场趋势

（三）风险提示

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