文章来源:国元期货研究短期宏观氛围向好,拉动商品价格普涨,碳酸锂价格或偏强运行,随着市场宏观情绪消退,锂价或再次回落。综合上述原因,预计11月碳酸锂价格呈震荡走势,震荡节奏为先扬后抑。一、行情回顾10月碳酸锂主力合约运行区间上移。10月碳酸锂需求端维持温和增长,辉石提锂受制于产能瓶颈,仅小幅提产,盐湖虽有大量新增产能投放,但爬产尚需时间,基本面延续9月紧平衡状态,去库幅度进一步扩大,上半月锂价维持...
Source Link文章来源:国元期货研究短期宏观氛围向好,拉动商品价格普涨,碳酸锂价格或偏强运行,随着市场宏观情绪消退,锂价或再次回落。综合上述原因,预计11月碳酸锂价格呈震荡走势,震荡节奏为先扬后抑。一、行情回顾10月碳酸锂主力合约运行区间上移。10月碳酸锂需求端维持温和增长,辉石提锂受制于产能瓶颈,仅小幅提产,盐湖虽有大量新增产能投放,但爬产尚需时间,基本面延续9月紧平衡状态,去库幅度进一步扩大,上半月锂价维持...
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