锂板块更新

行研江湖
Aug 11

编辑|Lady呱呱来源|中泰有色锂板块更新枧下窝锂矿关停,价格有望大幅上行0810事件:8月9日,据期货日报,宁德枧下窝锂矿矿山已经确认停产,且短期内没有复产计划。影响如何评估?宁德枧下窝锂矿月产8k吨,年产10万吨左右,约占全球总供应6%,供应过剩幅度预计从15万吨缩减至5万吨,过剩幅度大幅缩减,价格有望上行至9万元/吨左右(24年Q4,枧下窝锂矿关停,价格高点反弹至8.5万元/吨左右)。此前...

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