自2023年顶峰跌落以来,整个锂行业在长达两年的下行周期中备受煎熬。碳酸锂期货上市,价格就成历史高点。曾经的“白色石油”从万众追捧的神坛跌落,价格一泻千里,产业链上的参与者无不感受到刺骨的寒意。近期,随着碳酸锂价格持续的反弹,市场中关于“锂业反转”的讨论不绝于耳。那么,锂业真的反转了吗?一、市场内卷遭遇政策刹车2023年至2025年上半年,锂行业深陷泥潭。一方面,始于2021年超级周期的巨额投资,...
Source Link自2023年顶峰跌落以来,整个锂行业在长达两年的下行周期中备受煎熬。碳酸锂期货上市,价格就成历史高点。曾经的“白色石油”从万众追捧的神坛跌落,价格一泻千里,产业链上的参与者无不感受到刺骨的寒意。近期,随着碳酸锂价格持续的反弹,市场中关于“锂业反转”的讨论不绝于耳。那么,锂业真的反转了吗?一、市场内卷遭遇政策刹车2023年至2025年上半年,锂行业深陷泥潭。一方面,始于2021年超级周期的巨额投资,...
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