核心逻辑供应端:内扰外增,增量有限。国内江西云母矿受环保核查、矿证续期影响持续扰动,部分矿山停产,锂云母供应环比下降。海外西澳、非洲矿山产能释放,锂辉石出口增长,但国内到港量环比大幅下降。碳酸锂产量预计小幅提升,分工艺看复产提量,但受原料、工艺限制,增量未达预期。需求端:储能领跑,动力稳增。需求整体旺盛,正极材料产量提升带动碳酸锂消耗提高。储能端需求亮眼,电池产量环比增加拉动磷酸铁锂满产;动力端...
Source Link核心逻辑供应端:内扰外增,增量有限。国内江西云母矿受环保核查、矿证续期影响持续扰动,部分矿山停产,锂云母供应环比下降。海外西澳、非洲矿山产能释放,锂辉石出口增长,但国内到港量环比大幅下降。碳酸锂产量预计小幅提升,分工艺看复产提量,但受原料、工艺限制,增量未达预期。需求端:储能领跑,动力稳增。需求整体旺盛,正极材料产量提升带动碳酸锂消耗提高。储能端需求亮眼,电池产量环比增加拉动磷酸铁锂满产;动力端...
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