美国雅保(ALB)盘前涨近1.5% 磷酸铁锂涨价潮来袭

金吾财讯
Dec 15, 2025

金吾财讯 | 美国雅保(ALB)盘前涨近1.5%,截至发稿,报134.700美元。据媒体报道,自12月上旬开始,多家磷酸铁锂企业开始和客户商谈价格,一些头部企业提出了提价诉求,涨幅集中在2000~3000元 / 吨之间。部分企业甚至表示,涨价趋势预计将持续至明年第四季度。本轮磷酸铁锂提价除了储能等需求拉动外,还有碳酸锂等原材料成本上涨的驱动。有分析师表示,碳酸锂作为磷酸铁锂正极材料的关键原料,其价格每上涨1万元/吨,就会直接推高正极材料成本约2300~2500元/吨。

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