位置:中游情绪:利空参考度:4/10


2026年2月,压实密度2.4-2.55g/cm³区间的磷酸铁锂正极材009;,其行业加工费成本、市场售价及原材料价格呈现特定变化,需重点关注成本与售价的动态关系及原材料波动影响。

行业加工费成本方面,扣除未税碳酸锂成本后,该区间材料的加工费成本区间为17091.0-18052.6元/吨,较上月整体提升0.22%,成本端呈现小幅上行态势。

市场售价层面,扣除未税碳酸锂成本后,该区间材料的市场价格区间为14451.1-15085.6元/吨,平均价格14768.3元/吨,较上月下降191.5元/吨。价格下滑主因是碳酸锂持续高位运行,虽材料需求稳定,但成本传导效应导致售价承压。

原材料价格波动中,磷酸铁锂正极材料主要原材料...

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