突破9万吨！10月碳酸锂产量延续增势

SMM新能源11-03

b2025年10月，国内碳酸锂月度总产量延续增长态势，环比增长6%，同比大幅增长55%。新能源动力与储能市场优于预期，需求刺激下，国内碳酸锂冶炼厂生产积极，整体开工率维持高位。分原料类型看：锂辉石、锂云母、盐湖、回收均存在一定增量。锂辉石端碳酸锂：10月总产量环比增2%。头部锂盐厂始终保持极高的生产状态。非一体化企业也在需求的提振下产出保持高位。同时，在个别产线爬产的增量补充下，锂辉石端产出保持...

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