钴锂新能源市场、价格周度分析

SMM新能源
Dec 12, 2025

锂矿:本周,锂矿价格较上周环比上涨,主要受碳酸锂期货价格小幅上行带动。海外矿山持续挺价中,陆续有年度长协签订协议公开;持货商方面,临近年末,大型贸易商采购活动有所减少,当前主要调整库存为主;但由于惜售情绪及前期囤货成本较高,出货价格仍随期货行情同步抬升。冶炼端则因对后续原料的持续需求,仍保持一定采购意愿。预计短期内锂矿价格将延续高位运行。碳酸锂:本周碳酸锂现货价格呈现“先抑后扬”的震荡走势。SMM...

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