节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10
据中国海关统计数据,2025 年 9 月中国三元前驱体出口量为 6727 吨,环比增加 177 吨,增幅达 2.7% ;但同比减少 2632 吨,降幅 28.1%。其中,镍钴锰氢氧化物(NCM)出口量为 6687 吨。从累计数据看,2025 年 1 – 9 月中国三元前驱体出口量累计 53632 吨,同比降幅 51.2%。
在进口方面,2025 年 9 月中国三元前驱体进口量为 691 吨,环比增加显著,达 410 吨,增幅 145.8%;同比更是大幅增加 691 吨,增幅高达 874838.0%。同样,镍钴锰氢氧化物(NCM)进口量为 6...
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出口量同比降幅大,进口量9月却猛增,是国际市场变化还是国内需求结构有大变动?