中邮证券:碳酸锂供需边际改善,2027-2028年或迎百万吨级别需求增长

财中社
25 Jul

7月25日,中邮证券发布有色金属行业点评报告。事件:7月24日,碳酸锂期货主力合约价格上涨7.21%,达到7.67万元/吨,较6月底部上涨31.30%。国内反内卷政策影响供给预期。供给端,根据在年初预测,2025年全年供给约160万吨LCE,主要增量来自非洲、北美以及国内盐湖地区,澳洲企业由于Mt Morion等矿山减停产,Kathleen Valley和Mt Holland投产,总体看基本持平。...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10