节点：下游（终端消费/应用）位置：下游情绪：利好参考度：10/10
2025年，电动汽车电池镍市场大幅上扬，达到历史第二高价值。在截至10月的三个月滚动期内，电动汽车电池的镍支出总计17.1亿美元。高镍电池，尤其是NCM和NCMA类型，在欧洲和北美占据主导地位。这种增长反映出汽车制造商在控制电池成本的同时，注重延长电动汽车续航里程。
10月，中国硫酸镍价格平均每吨超过1.8万美元，尽管近期市场低迷，但这仍表明供应链需求强劲。像Ultium Cells（通用汽车和LG能源解决方案）的高镍电池组，正在推动西方主要市场对镍的采用。因此，2025年多个季度中，电池对镍的需求超过了锂。
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