锂业分会：锂企业三季报业绩回升市场对未来锂价预期乐观

智通财经2025-12-23

智通财经APP获悉，12月23日，中国有色金属工业协会锂业分会发布2025年11月锂行业运行情况。其中指出，2025年11月，碳酸锂期货价格逐步抬升，波动逐步加大。锂企业三季报业绩回升，市场对未来锂价预期乐观。供应端，市场库存逐步加速去化，宁德时代旗下锂矿消息仍形成扰动，锂盐产量小幅下跌，锂辉石提锂产量小幅增加，锂云母提锂产量小幅下跌。需求端，新能源车在补贴退坡前抢销量，储能表现亮眼。一、锂...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251223111148a46cf6a7&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，12月23日，中国有色金属工业协会锂业分会发布2025年11月锂行业运行情况。其中指出，2025年11月，碳酸锂期货价格逐步抬升，波动逐步加大。锂企业三季报业绩回升，市场对未来锂价预期乐观。供应端，市场库存逐步加速去化，宁德时代旗下锂矿消息仍形成扰动，锂盐产量小幅下跌，锂辉石提锂产量小幅增加，锂云母提锂产量小幅下跌。需求端，新能源车在补贴退坡前抢销量，储能表现亮眼。一、锂...</p>\n\n<a 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USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC"},"translate_title":"Lithium Industry Branch: Lithium companies' third-quarter performance rebounded, and the market is optimistic about future lithium price expectations","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"BYDDY":0.6,"002594":0.6,"01211":0.9,"01772":1.91,"HYDD.SI":0.6,"001203":1.87,"002460":1.91},"content_text":"智通财经APP获悉，12月23日，中国有色金属工业协会锂业分会发布2025年11月锂行业运行情况。其中指出，2025年11月，碳酸锂期货价格逐步抬升，波动逐步加大。锂企业三季报业绩回升，市场对未来锂价预期乐观。供应端，市场库存逐步加速去化，宁德时代旗下锂矿消息仍形成扰动，锂盐产量小幅下跌，锂辉石提锂产量小幅增加，锂云母提锂产量小幅下跌。需求端，新能源车在补贴退坡前抢销量，储能表现亮眼。一、锂产品价格2025年11月，国内碳酸锂价格中枢明显抬升。电池级碳酸锂价格从月初的81000元/吨上涨至月末的92000元/吨，上涨13.58%；工业级碳酸锂价格从月初的80000元/吨上涨至月末的92000元/吨，上涨15.00%；碳酸锂期货主力合约收盘价从月初的82280元/吨上涨至月末的96420元/吨，上涨17.19%，月末期现价差为4420元/吨。图 1 11月碳酸锂期现价格(元/吨)11月，国内氢氧化锂价格上升。氢氧化锂价格从月初的77000元/吨上涨至月末的81500元/吨，上涨5.84%。图 2 11月氢氧化锂价格(元/吨)市场成交方面，11月，碳酸锂期货日均成交量为134.9万手，比上月上涨70.4万手；日均持仓量为99.4万手，比上月上升23.3万手，市场交易活跃度明显提升。图 3 近一年碳酸锂期货月度日均成交量和持仓量(手)11月碳酸锂期货价格逐步抬升，波动逐步加大。11月中上旬，锂企业三季报业绩回升，市场对未来锂价预期乐观，碳酸锂主力合约价格连续上涨，于11月19日突破10万元/吨，期现价差扩大到1万元/吨左右。随后经历快速下跌，11月21日单日跌幅达9%。11月最后一周，碳酸锂期货价格小幅回升。成交量、持仓量均大幅上涨，显示市场热情高涨。二、锂产品供应供应端，11月，锂盐产量环比小幅下降，以锂辉石为原料的锂盐产量小幅上升，锂云母提锂产量略有下降。据中国有色金属工业协会锂业分会统计，2025年11月，全国碳酸锂产量约6.6万吨，环比下降0.2%；全国氢氧化锂产量约3.4万吨，环比下降1.4%。全国锂盐产量折合碳酸锂当量(LCE)约9.6万吨，环比下降0.6%。表 1 2025年11月我国锂盐产量(万吨)锂盐产量区域集中度较高，11月，我国碳酸锂产量主要集中在江西、四川、青海，产量分别为1.8万吨、1.7万吨、1.2万吨；氢氧化锂产量主要集中在四川、江西，产量分别为1.7万吨、1.1万吨。图4 11月各省(区域)碳酸锂和氢氧化锂产量(吨)三、锂产品进出口11月，我国进口锂精矿环比增加，进口碳酸锂环比减少，出口氢氧化锂环比增加。进口方面，11月，我国进口锂精矿为72.9万吨，环比增加11.9%，其中进口量前三的国家分别为澳大利亚、津巴布韦、尼日利亚。11月澳大利亚进口锂精矿环比增加44.0%。进口锂矿价格回升约1000美元/吨，进口价格环比上涨约25%。图 5 1-11月我国锂精矿进主要国家(吨)11月，我国进口碳酸锂2.2万吨，环比减少7.6%，进口均价为7.0万元/吨，环比上涨10.8%。其中，从智利进口碳酸锂约1.1万吨，占比约为49%。图 6 我国碳酸锂进口量及主要进口国占比出口方面，11月，我国出口氢氧化锂3357吨，环比增加16.7%，主要出口国家为韩国与日本。氢氧化锂出口均价为7.2万元/吨，环比下降13.8%。图 7 我国氢氧化锂出口量及主要出口国占比表 2 2025年11月锂产品进出口量(吨)四、锂产品需求需求端，11月，电池与新能源车产销延续快速增长态势。动力电池产量及装车量继续上涨，新能源汽车在年底补贴退坡前抢销量，表现亮眼，呈快速增长态势。1、电池产量方面：11月，我国动力和其他电池合计产量为176.3GWh，环比增长3.3%，同比增长49.2%。图 8 近1年动力电池和其他电池产量(兆瓦时)销量方面：11月，我国动力和其他电池销量为179.4GWh，环比增长8.1%，同比增长52.2%。其中，动力电池销量为134.0GWh，占总销量74.7%，环比增长7.8%，同比增长52.7%；其他电池销量为45.4GWh，占总销量25.3%，环比增长8.9%，同比增长50.7%。图 9 近1年动力电池销量(兆瓦时)出口方面：11月，我国动力和其他电池合计出口32.2GWh，环比增长14.1%，同比增长46.5%。装车量方面：11月，国内动力电池装车量93.5GWh，环比增长11.2%，同比增长39.2%。其中三元电池装车量18.2GWh，占总装车量19.4%，环比增长9.9%，同比增长33.7%；磷酸铁锂电池装车量75.3GWh，占总装车量80.5%，环比增长11.6%，同比增长40.7%。图 10 近1年动力电池装车量(兆瓦时)2、新能源车11月，新能源汽车产销分别完成188万辆和182.3万辆，同比分别增长20%和20.6%。新能源汽车新车销量达到汽车新车总销量的53.2%。新能源汽车国内销量152.2万辆，环比增长4.3%，同比增长6.5%。图 11 近1年新能源车产量及同比增速(辆，%)图12 近1年新能源车销量及同比增速(辆，%)出口方面，11月，新能源汽车出口30万辆，环比增长17.3%，同比增长2.6倍。图 13 新能源车出口量及同比增速(万辆，%)五、行业热点大中矿业：湖南鸡脚山锂矿取得采矿许可证10月29日，大中矿业公告称，公司全资孙公司郴州市城泰矿业投资有限责任公司(以下简称“郴州城泰”)于近日取得了自然资源部核发的湖南鸡脚山锂矿期限为30年的《采矿许可证》。湖南鸡脚山锂矿采矿证是我国已探明的最大单体锂云母矿山：其经自然资源部评审备案的锂矿资源量达48,987.2万吨，折合碳酸锂当量约324.43万吨；通过自然资源部评审的露天开采规模为2,000万吨/年，约可生产8万吨碳酸锂。赣锋锂业：PPGS锂盐湖项目通过环评11月10日，赣锋锂业公告称，阿根廷萨尔塔省矿业和能源秘书处已为PPGS锂盐湖项目一期颁发了《环境影响评估报告》，标志着该项目取得关键进展。PPGS锂盐湖项目计划于2026年上半年向阿根廷政府提交大型招商引资制度(RIGI)申请，以获得当地政府的支持和财税激励政策。整合后的PPGS锂盐湖项目拥有约1,507万吨LCE探明+控制资源量，将成为最大的未开发锂卤水资源之一。PPGS锂盐湖项目设计年产能约为15万吨LCE，分三期建设，项目寿命为30年。年产15万吨LCE和一期年产5万吨LCE项目的平均运营成本估算分别为5,027 美元/LCE和5,344 美元/LCE。今年8月，赣锋锂业召开董事会同意赣锋国际与Lithium Argentina AG(简称“LAR ”)共同开发阿根廷Pozuelos-Pastos Grandes盐湖盆地，通过整合Millennial，将公司全资持有的PPG锂盐湖项目，双方共同持有的PG锂盐湖项目以及Puna锂盐湖项目整合至Millennial旗下，三个盐湖项目整合后统称“PPGS锂盐湖项目”。整合完成后，赣锋国际和LAR将分别持有Millennial 67%和33%的股权，并按份额共同持有PPGS锂盐湖项目。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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锂业分会：锂企业三季报业绩回升 市场对未来锂价预期乐观

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锂业分会：锂企业三季报业绩回升市场对未来锂价预期乐观