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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电解液隔膜隔膜电解液电芯

持续低价形势下中国基础锂盐产业高质量发展之路初探

2025-03-07 09:03:46 来源：北方有色网责任编辑：管理员

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基础锂盐供给增速高于需求释放增速，今后一段时期内基础锂盐价格保持在低位水平，甚至有可能长期在10万元/吨下方运行。

供给端增速高主要源于两个方面：一方面是已建成产能产能利用率较低，二是后续在建、拟建产能依然巨大。需求端增速相对和缓，主要源于新能源汽车增长放缓以及电化学储能装备的量尚需上规模。

价格长期低位运行，将很考验企业的整体竞争力：技术研发，成本控制，生产运营，产能扩张，资源掌控等。这一阶段，较为适合横向整合，以提升企业整体产能规模，尽可能扩大规模效应；并通过持续的技术研发和进步，以获取低成本、低能耗、低排放优势。同时通过全球范围内的纵向一体化，掌握更多长期上游资源，以规避价格波动带来的生产经营风险。

面对锂资源自给率低的现实，中国企业要主动“出海”，在全球布局上游锂资源，基础锂盐产能及市场网络。由简单“出海”到跨国经营，并不断发挥成本优势、技术优势、产能优势和资本优势，最终要锻造全球竞争力。在此过程中，持续为全球锂盐产业创造一个更加平等互惠的发展空间。

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持续低价形势下中国基础锂盐产业高质量发展之路初探

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