数据AI 网络检索发布 2026/07/05 17:11· 入库 2026/7/7 00:01:10
专栏：电池金属回收复苏遭遇断断续续的电动汽车市场
原标题：Column: Battery metals recovery runs into stop-start EV market - Mining.com
精华摘要
据路透社2026年7月5日报道，电池金属回收行业正面临电动汽车市场波动带来的挑战。锂的复苏主要归因于市场供给约束，而全球锂离子电池部署量在2025年已达到2020年的六倍，其中电动汽车领域占部署总量的70%。然而，在2025年同比增长20%后，电动汽车销量出现停滞，导致电池金属需求前景不明。
这一现象表明，电池金属回收行业对电动汽车市场的依赖性极强，市场增速放缓直接抑制了回收业务的扩张。尽管长期看电动化趋势不变，但短期波动可能加剧回收企业的现金流压力。对中国EV产业链而言，需关注海外回收产能过剩风险，同时国内电池回收标准与补贴政策的完善将决定行业能否穿越周期。
原文摘要
Micro Gold Futures $ 4713.1 / ozt 3.80%. Gold Futures $ 4713.3 / ozt 3.84%. Reuters | July 5, 2026 | 10:09 am Battery Metals Energy Markets Africa Asia China Cobalt Lithium Nickel. This has largely been a story of supply restraint. Lithium’s recovery has been largely down to the market. Global lithium-ion battery deployment in 2025 was six times that of 2020, according to the International Energy Agency (IEA). The driver has been the electric vehicle (EV) sector, which accounts for 70% of total lithium-ion battery deployment. But after surging 20% year-on-year in 2025, EV sales have hit a b