锂电行业在过去一年经历了深度的调整。3月28日晚,锂业龙头赣锋锂业发布2024年年度报告,宣告上市以来首次年度亏损,净亏损达20.74亿元;营业收入同比下降42.66%至189.06亿元。据上海钢联数据,2024年,全球锂盐市场供需格局剧变,碳酸锂价格从年初的10.1万元/吨跌至年末的7.5万元/吨,跌幅达25.74%。价格下行直接冲击了赣锋锂业的核心业务,其锂系列产品收入占比63.56%,锂电池...
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