钴市场周报（2.10-2.14）

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

钴市场周报（2.10-2.14）

2025-02-17 09:49:49 来源：北方有色网责任编辑：管理员

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一、价格走势

（一）震荡盘整，弱势调整

1、整体报价区间
当周国内钴价主要位于145000-176000元/吨，不同规格产品价格略有分化。
（1）电解钴（99.8%）上海华通现货报价151000-176000元/吨，均价163500元/吨；
（2）钴粉上海地区报价164000-166000元/吨，周内小幅下跌500元/吨。

2、周内波动
钴价整体呈弱势调整态势，部分品种如钴粉小幅下跌，电解钴价格则相对稳定，市场缺乏明确上涨动力。

二、供需分析

（一）供给充足，需求增长缓慢

1、供应端
国内钴原料进口稳定，钴盐供给恢复，硫酸钴、氯化钴等产能与2024年基本持平，电钴供给同比增长48%。

2、需求端
（1）三元材料耗钴量同比持平，新能源汽车产销增速放缓，动力电池需求增长有限；（2）钴酸锂受3C电子产品销量疲软影响，需求仅小幅增长4%；
（3）其他领域钐钴永磁（+7%）和其他新兴市场（+8%）需求增速较快，但占比较低。

3、库存情况
硫酸钴、电解钴等库存维持高位，硫酸钴库存达5550金属吨，电解钴库存2960吨，市场供应过剩压力显著。

三、国际市场与政策影响

（一）非洲供应风险
刚果（金）安全形势不稳定，可能对全球钴矿供应形成长期干扰预期，但短期影响有限2。

（二）国际钴价
震荡趋稳，与国内价差收窄，对国内市场利空压力仍存。

四、产业链动态

（一）企业策略
华友钴业控股股东累计增持0.79%股份，金额达4亿元，显示企业对中长期钴价触底回升的信心。

（二）资本市场
钴主题股票表现分化，寒锐钴业周内上涨5.26%，但整体钴主题ETF震荡微跌0.16%，反映市场对钴价短期走势持谨慎态度。

五、后市展望

（一）短期预测
钴价或继续低位震荡，供需矛盾未显著缓解，叠加高库存压力，上涨动力不足。硫酸钴价格预计在26000-50000元/吨区间，电钴价格在150,000-300,000元/吨内波动。

（二）长期机会
产业链企业可逐步布局中长期备货，关注非洲供应链风险及新能源政策调整带来的潜在需求反弹。

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钴市场周报（2.10-2.14）

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