【瑞翔新材】钴系产品价格周度分析 | SMM

SMM新能源
Nov 08, 2025

电解钴本周电解钴现货价格呈震荡下行态势本周电解钴现货价格呈震荡下行态势。供应端出现分化,冶炼厂在原料成本支撑下维持挺价;国内盘面于周中大幅走弱,导致贸易商被迫跟随调降现货报价。需求方面,下游企业在价格波动加剧阶段,采购更趋谨慎,仍以刚需节奏补库,整体成交未现明显放量。从基本面看,刚果(金)钴中间品出口审批仍未通过,短期内钴市场供需偏紧的格局未发生根本转变,且目前尚未出现实质性利空因素,本周价格剧烈...

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