> 数据图表谁能回答032025-6-003根据SMM电钴平衡表，1-5月合计过剩9691吨➢ 根据SMM电钴平衡表，在2025年5月电钴产量减少的情况下，月度供需已失衡，紧缺138吨，但1-4月仍处于过剩状态。1-5月合计过剩9691吨。电解钴月度电解钴月度电解钴月度产量29903650563050405060535051505090499046004450437033302760271019942426进口量88284052547549960549434629317712025898120223225146出口量24004086135245215066917606785157166549887506209892936562025/5/312025/4/302025/3/312025/2/282025/1/312024/12/312024/11/302024/10/312024/9/302024/8/312024/7/312024/6/302024/5/312024/4/302024/3/312024/2/292024/1/31数据来源：SMM，浙商证券研究所电解钴月度供需平衡-合金需求12501260122811851202120812181238122011981160108011601150109810281038磁材需求2002152011831881982052252122082082002082052001881901601771481161368262026302653264026302650130200520520520970添加标题电解钴月度供需平衡-其他需求电解钴月度总电解钴月度总供应量1472404480350634053526448844758476840613916364026782260194419261916需求量16101652157714842758402640534116407240364018141015681875181817362198电解钴月度供需平衡-1381729322635791295123883164269625-10222301110385126190-28225浙商证券能源矿产
