<h1>钴市周评(8.16-8.20）：钴市疲软，锂盐继续上涨</h1>
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<span>2021-8-20 16:22:34</span>来源：<span>中商网撰写</span>作者：<span>刘丹</span>
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<li><b class="v2_content_ico04">导读：</b></li>
<li>钴的中间品：中间品折扣系数88-90折，中间品价格按88折算合21-21.4美元/磅。8月原料到货较少，部分船期延迟，预计晚到15-20天不等，原料厂商表示，9月原料到货会比8月稍多一点，但目前物流仍不好。</li>
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<li><b class="v2_content_ico05">关键字：</b></li>
<li>钴 镍 锂 锰 三元 钴酸锂 锂电池 新能源汽车</li>
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<div class="over_x"><p class="p" align="justify" style="text-align: justify; text-justify: inter-ideograph; margin: 11pt auto 0pt; line-height: 12pt; text-autospace: ideograph-numeric; text-indent: 24pt; mso-char-indent-count: 2.0000; mso-pagination: widow-orphan"><span style="font-size: 14px"><span style="font-family: 宋体; font-weight: normal; mso-font-kerning: 0.0000pt"><span style="mso-list: Ignore">1. </span></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体"><b>钴</b>的中间品：中间品折扣系数</font><font face="宋体">88-9</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">0</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">折，中间品价格按</font><font face="宋体">88折算合21</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">-21.4</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">美元</font><font face="宋体">/磅。8月原料到货较少，部分船期延迟，预计晚到15-20天不等，原料厂商表示，9月原料到货会比8月稍多一点，但目前物流仍不好。</font></span></span><span style="font-size: 12pt; font-family: 宋体; text-transform: none; font-weight: normal; color: rgb(0,0,0); font-style: normal; letter-spacing: 0pt; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><o:p></o:p></span></p>
<p class="p" align="justify" style="word-break: break-all; text-align: justify; text-justify: inter-ideograph; margin: 11pt 0pt 0pt auto; line-height: 12pt; text-autospace: ideograph-numeric; mso-pagination: widow-orphan; mso-para-margin-right: 0.0000gd; mso-para-margin-left: 2.0000gd; mso-list: l0 level1 lfo1"><span style="font-size: 14px"><span style="font-family: 宋体; font-weight: normal; mso-font-kerning: 0.0000pt"><span style="mso-list: Ignore">2. </span></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">电解钴：本周国际钴价</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">小幅下调</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">，</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">标准级钴报价在</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">2</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">3.75</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">-2</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">4.8</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">美元</font><font face="宋体">/磅，人民币汇率6.</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">5</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">，</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">低幅折合人民币</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">3</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">8.5</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">万元</font><font face="宋体">/吨</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">。</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">合金级钴报价</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">2</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">3.75</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">-2</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">4.8</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">美元</font><font face="宋体">/磅</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">，均价下跌</font><font face="宋体">0.35美元/磅</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">。</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">LME</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">钴价周四结算价</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">在</font><font face="宋体">5</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">1200</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">美元，较上周四跌</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">1150</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">美元，</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">折合人民币</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">3</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">7.6</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">万元</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">。国内某期货市场</font><font face="宋体">08合约3</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">4.5</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">万元左右，</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">小幅波动，较上周盘面价格波动不大。</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">周内在</font><font face="宋体">34.</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">2</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">-3</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">4.6</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">之间。现货市场：金川公司钴报价</font><font face="宋体">38万元，其它钴品牌价格在34.</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">5</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">万元，</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">品牌差价较小，</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">现货市场成交不多。钴粉价格上涨到</font><font face="宋体">4</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">5</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">-4</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">6</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">万元</font><font face="宋体">/吨，较上周小幅下跌</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">，</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">市场需求</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">平淡。</font></span></span><span style="font-size: 12pt; font-family: 宋体; text-transform: none; font-weight: normal; color: rgb(0,0,0); font-style: normal; letter-spacing: 0pt; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><o:p></o:p></span></p>
<p class="p" align="justify" style="word-break: break-all; text-align: justify; text-justify: inter-ideograph; margin: 11pt 0pt 0pt auto; line-height: 12pt; text-autospace: ideograph-numeric; mso-pagination: widow-orphan; mso-para-margin-right: 0.0000gd; mso-para-margin-left: 2.0000gd; mso-list: l0 level1 lfo1"><span style="font-size: 14px"><span style="font-family: 宋体; font-weight: normal; mso-font-kerning: 0.0000pt"><span style="mso-list: Ignore">3. </span></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">钴盐</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">：</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">价格小幅下滑，硫酸钴综合价格在</font><font face="宋体">7.</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">7</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">-</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">7.9</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">万元之间，成交</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">较少</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">。</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">氯化钴</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">市场需求稍弱，报价在</font><font face="宋体">8.</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">6</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">-</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">8.8</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">万元左右。也有供应商报价较高，在</font><font face="宋体">9万元以上，当前成本较高，原料偏紧，虽然需求当前偏弱，也不想过低价格出货。</font></span></span><span style="font-size: 12pt; font-family: 宋体; text-transform: none; color: rgb(0,0,0); letter-spacing: 0pt; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt; mso-ansi-font-style: normal"><o:p></o:p></span></p>
<p class="p" align="justify" style="word-break: break-all; text-align: justify; text-justify: inter-ideograph; margin: 11pt 0pt 0pt auto; line-height: 12pt; text-autospace: ideograph-numeric; mso-pagination: widow-orphan; mso-para-margin-right: 0.0000gd; mso-para-margin-left: 2.0000gd; mso-list: l0 level1 lfo1"><span style="font-size: 14px"><span style="font-family: 宋体; font-weight: normal; mso-font-kerning: 0.0000pt"><span style="mso-list: Ignore">4. </span></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">前驱体：四氧化三钴市场</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">综合价</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">在</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">29-</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">30万元/吨，市场成交价在29万元，但市场需求</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">还是不活跃，不过询盘有增加，下游需求有待好转。</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">前驱体</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">523价格在12-12.</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">5</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">万元左右，前驱体价格</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">相对</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">趋稳，需求也还可以，对于硫酸钴采购平淡，可能是国际市场价格下跌，下游观望，另外月中并非采购周期，市场显得较淡。</font></span></span><span style="font-size: 12pt; font-family: 宋体; text-transform: none; color: rgb(0,0,0); letter-spacing: 0pt; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt; mso-ansi-font-style: normal"><o:p></o:p></span></p>
<p class="p" align="justify" style="word-break: break-all; text-align: justify; text-justify: inter-ideograph; margin: 11pt 0pt 0pt auto; line-height: 12pt; text-autospace: ideograph-numeric; mso-pagination: widow-orphan; mso-para-margin-right: 0.0000gd; mso-para-margin-left: 2.0000gd; mso-list: l0 level1 lfo1"><span style="font-size: 14px"><span style="font-family: 宋体; font-weight: normal; mso-font-kerning: 0.0000pt"><span style="mso-list: Ignore">5. </span></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">正极材料：<b>三元</b>材料</font><font face="宋体">523综合价在1</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">7</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">-18万元，</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">前驱体价格平稳，碳酸<b>锂</b>价格上涨，市场需求相对平稳，后续成本增加价格有可能继续上调。</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体"><b>钴酸锂</b>价格</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">小幅下调，</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">企业综合报价在</font><font face="宋体">3</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">1.5</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">-3</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">2</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">万元</font><font face="宋体">/吨，市场需求一般，</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">下游主要电池厂消费缓慢回升，采购量略有增加，有供应商反馈市场需求平淡，消费力有待提高。</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">铁锂价格在</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">5.3-5.8</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">万元之间，各企业表示都是满产运行，今年产量大幅度提升，目前产量跟三元总量相当。近日锂盐价格再度上涨，磷价也在上涨，成本不断增加，后续价格有可能小幅上调。</font></span></span><span style="font-size: 12pt; font-family: 宋体; text-transform: none; color: rgb(0,0,0); letter-spacing: 0pt; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt; mso-ansi-font-style: normal"><o:p></o:p></span></p>
<p class="p" align="justify" style="word-break: break-all; text-align: justify; text-justify: inter-ideograph; margin: 11pt 0pt 0pt auto; line-height: 12pt; text-autospace: ideograph-numeric; mso-pagination: widow-orphan; mso-para-margin-right: 0.0000gd; mso-para-margin-left: 2.0000gd; mso-list: l0 level1 lfo1"><span style="font-size: 14px"><span style="font-family: 宋体; font-weight: normal; mso-font-kerning: 0.0000pt"><span style="mso-list: Ignore">6. </span></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">锂方面：锂盐</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">价格继续上涨</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">，</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">主要铁锂和三元</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">需求量增加明显。此外，锂辉石价格持续上涨，锂盐厂商们成本增加，库存不足，惜售看涨情绪</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">较浓</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">，后期走势或将延续。</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">各类锂盐供应商普遍惜售，市场现货较少，有货贸易商价格较高，高出长协价格</font><font face="宋体">1万左右。</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">电池级</font><font face="宋体">99.5%碳酸锂价格在10.5-10.8万元/吨附近，多数主流企业暂不报价，</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">有货供应</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">商报价已经上调至</font><font face="宋体">11万元/吨附近。据悉，当前长协的价格在10.3万元/吨附近。工业级99%碳酸锂与准电碳价格在9.5-10万元/吨</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">，</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">现货极少，长单执行量不足都有延期交货情况。工业级氢氧化锂价格在</font><font face="宋体">11万元/吨附近，电池级微粉氢氧化锂价格在12万元/吨以上，电池级粗粉氢氧化锂价格在11.5万元/吨以上。但厂商惜售情绪普遍，该价位采购也十分困难，仅可少量采购交易。</font></span></span><span style="font-size: 12pt; font-family: 宋体; text-transform: none; color: rgb(0,0,0); letter-spacing: 0pt; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt; mso-ansi-font-style: normal"><o:p></o:p></span></p>
<p class="p" align="justify" style="word-break: break-all; text-align: justify; text-justify: inter-ideograph; margin: 11pt 0pt 0pt auto; line-height: 12pt; text-autospace: ideograph-numeric; mso-pagination: widow-orphan; mso-para-margin-right: 0.0000gd; mso-para-margin-left: 2.0000gd; mso-list: l0 level1 lfo1"><span style="font-size: 14px"><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-font-kerning: 0.0000pt"><span style="mso-list: Ignore">7. </span></span><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体"><b>镍</b>方面：</font></span><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">LME镍结算价</font></span><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">18385</font></span><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">美元，</font></span><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">跌</font><font face="宋体">1293</font></span><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">美元。周五</font></span><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">国内金川镍价</font></span><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">14</font></span><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">2500</font></span><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">元</font><font face="宋体">/吨，较上周五</font></span><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">下跌</font><font face="宋体">7000</font></span><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">元</font><font face="宋体">/吨</font></span><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">。本周金川、吉镍等企业硫酸镍出厂</font></span><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">价在</font></span><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">3</font></span><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">5</font></span><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">000</font></span><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">-3</font></span><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">7</font></span><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">000</font></span><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">元</font><font face="宋体">/吨</font></span><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">，</font></span><span style="font-family: 宋体; font-weight: normal; color: rgb(0,0,0); mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">下跌</font><font face="宋体">1000元，供应偏紧，高镍产量增加对硫酸镍需求量增长。</font></span></span><span style="font-size: 12pt; font-family: 宋体; text-transform: none; color: rgb(0,0,0); letter-spacing: 0pt; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt; mso-ansi-font-style: normal"><o:p></o:p></span></p>
<p class="p" align="justify" style="word-break: break-all; text-align: justify; text-justify: inter-ideograph; margin: 11pt 0pt 0pt auto; line-height: 12pt; text-autospace: ideograph-numeric; mso-pagination: widow-orphan; mso-para-margin-right: 0.0000gd; mso-para-margin-left: 2.0000gd; mso-list: l0 level1 lfo1"><span style="font-size: 14px"><span style="font-family: 宋体; font-weight: normal; mso-font-kerning: 0.0000pt"><span style="mso-list: Ignore">8. </span></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体"><b>锰</b>方面：</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">国际锰价</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">大幅</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">上涨，报价在</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">5200</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">-</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">5350</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">美元</font><font face="宋体">/吨。</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">国内锰</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">价主流价在</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">28500</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">元</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">左右，硫酸锰价格在</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">8</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">800</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">-9100</font></span><span style="font-family: 宋体; font-weight: normal; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><font face="宋体">元左右。</font></span></span><span style="font-size: 12pt; font-family: 宋体; text-transform: none; color: rgb(64,64,64); font-style: normal; letter-spacing: 0pt; mso-spacerun: 'yes'; mso-font-kerning: 0.0000pt"><o:p></o:p></span></p>
<p><span style="font-size: 14px"><!--EndFragment--></span></p>
<p>(关键字：钴 镍 锂 锰 三元 钴酸锂 锂电池 新能源汽车)</p></div>
<div class="v2_comtent_info04">（责任编辑：00435）</div>