近期,市场氛围回暖,有色金属价格普涨,碳酸锂期货价格录得5连阳。但从基本面来看,目前,碳酸锂供应过剩格局依然没有改变。供应依然充足,且原材料锂矿价格持续下降,成本对价格的支撑作用也在减弱。需求方面,新能源汽车市场占有率已经较高,未来,其产销同比增速将继续放缓。另外,今年年初,光伏行业取消了强制配储,未来储能项目增速也将放缓。综合来看,目前,碳酸锂基本面依然偏空,价格仍存下跌可能。碳酸锂产能创新高...
Source Link近期,市场氛围回暖,有色金属价格普涨,碳酸锂期货价格录得5连阳。但从基本面来看,目前,碳酸锂供应过剩格局依然没有改变。供应依然充足,且原材料锂矿价格持续下降,成本对价格的支撑作用也在减弱。需求方面,新能源汽车市场占有率已经较高,未来,其产销同比增速将继续放缓。另外,今年年初,光伏行业取消了强制配储,未来储能项目增速也将放缓。综合来看,目前,碳酸锂基本面依然偏空,价格仍存下跌可能。碳酸锂产能创新高...
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