一周一议:宁德时代锂矿争端靴子落地——确定停产转自期货日报公开信息:8 月9 日,期货日报记者从市场各方交叉求证获悉,宁德时代枧下窝矿区采矿端将于当晚12 点停产。自8 月10 日起,该矿山采矿端就不开展工作了,且短期内没有复产计划。我们怎么看?——此次宁德锂矿争议落地,对江西地区后续类似问题有代表性意义,碳酸锂供给收缩预期加剧,或迎来价值重估。基本金属:海外降息预期提升,铜价企稳回升,铝价重心...
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