锂价跌破7万元/吨,锂矿股上市公司一季度整体承压业绩出现分化。 据Wind统计,2025年一季度,A股锂矿板块21家上市公司中有14家盈利,7家亏损。5月9日,碳酸锂期货主力合约再创新低,最低价跌至6.3万元/吨,已经接近“一体化”矿石提锂企业的成本线。 混沌天成期货分析认为,碳酸锂产能扩张周期延长、资源成本下移、需求增速受限等是导致碳酸锂供需预期长期过剩,价格不断下跌的直接原因。 在这样的...
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