文|拜俊飞 刘宇飞25Q2海外锂资源项目呈现量增价跌的经营态势。随着三季度以来国内碳酸锂价格触底回暖,海外锂矿生产积极性提升,2026财年产量指引整体增长,海外供应出清进程或延缓。但目前国内锂云母的供应风险尚未消除,叠加下游需求超预期走强,我们预计锂价大幅下跌的风险较低,若后续云母生产出现超预期扰动,或将推动供需平衡表修复和价格反弹,建议关注在锂价触底反弹过程中可能受益的低成本标的以及拥有优质...
Source Link文|拜俊飞 刘宇飞25Q2海外锂资源项目呈现量增价跌的经营态势。随着三季度以来国内碳酸锂价格触底回暖,海外锂矿生产积极性提升,2026财年产量指引整体增长,海外供应出清进程或延缓。但目前国内锂云母的供应风险尚未消除,叠加下游需求超预期走强,我们预计锂价大幅下跌的风险较低,若后续云母生产出现超预期扰动,或将推动供需平衡表修复和价格反弹,建议关注在锂价触底反弹过程中可能受益的低成本标的以及拥有优质...
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