本周六氟磷酸锂均价稳至8 万元/吨；磷酸铁锂电解液价格下滑至3.45 万元/吨；隔膜16μm 干法价格报价1.0-1.1 元/平方米，16μm 湿法报价1.2-1.8 元/平方米。

一、本周锂电市场综述...............................................................................................................................................................4

1.1 市场分析................................................................................................................................................................. 4

1.2 供需分析................................................................................................................................................................. 5

1.3 后市预测................................................................................................................................................................. 6

二、市场情况...............................................................................................................................................................................6

2.1 原料市场................................................................................................................................................................. 6

2.1.1 锂...................................................................................................................................................................... 7

2.1.2 钴...................................................................................................................................................................... 9

2.1.3 镍....................................................................................................................................................................10

2.1.4 锰....................................................................................................................................................................11

2.2 正极材料...............................................................................................................................................................12

2.2.1 磷酸铁锂........................................................................................................................................................12

2.2.2 三元材料........................................................................................................................................................13

2.2.3 钴酸锂............................................................................................................................................................14

2.3 负极材料...............................................................................................................................................................15

2.3.1 天然负极........................................................................................................................................................15

2.3.2 人造负极........................................................................................................................................................15

2.4 电解液/隔膜..........................................................................................................................................................16

2.4.1 六氟磷酸锂.....................................................................................................................................................16

2.4.2 电解液............................................................................................................................................................17

2.4.3 隔膜.................................................................................................................................................................17

2.5 锂电池...................................................................................................................................................................18

三、供应情况.............................................................................................................................................................................19

3.1 原料供应...............................................................................................................................................................19

3.2 正极材料...............................................................................................................................................................22

四、需求情况.............................................................................................................................................................................22

4.1 进出口统计...........................................................................................................................................................22

4.1.1 碳酸锂进出口....................................................................................................................................................22

4.1.2 氢氧化锂进出口............................................................................................................................................23

4.1.3 金属锂进出口................................................................................................................................................24

4.2 表观消费量...........................................................................................................................................................25

4.3 下游市场...............................................................................................................................................................26

4.3.1 新能源汽车....................................................................................................................................................26

4.3.2 消费电子........................................................................................................................................................28