节点：下游（终端消费/应用）位置：下游情绪：利空参考度：6/10
刚果民主共和国作为全球最大钴产国，今年产量预计超28万吨，其钴出口政策调整引发市场波动。该国2月暂停钴出口后，10月引入配额制度以增加财政收入和加强监管，新出口条件或加剧供应短缺并支撑氢氧化钴价格。麦格理银行分析师报告指出，刚果出口配额造成人为市场紧张，今年减少16万至17万吨供应量，钴被视为2025年价格表现最佳金属，纯因该配额政策。
氢氧化钴价格今年大幅上涨，刚果产氢氧化钴在中国市场应付账款比例已升至当前钴金属价格（约每磅24美元、每吨52900美元）的100%，而2月时对应价格曾跌至每磅约10美元的九年低点。印尼产氢氧化钴应付账款比例从..汽车电池商所需大量原材料预计明年2-3月到货。
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