供给收缩预期叠加反内卷催化,碳酸锂波动率放大 | 投研报告

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28 Jul

天风证券近日发布金属与材料行业研究周报:7月21日晚,江特电机发布公告披露,其全资子公司宜春银锂拟于7月25日启动停产检修,涉及全部锂盐生产线,预计检修时长约26天。天风证券近日发布金属与材料行业研究周报:7月21日晚,江特电机发布公告披露,其全资子公司宜春银锂拟于7月25日启动停产检修,涉及全部锂盐生产线,预计检修时长约26天。这一系列事件,进一步加剧了市场对碳酸锂供给收缩的预期。此外,政策层面...

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