摘要1. 碳酸锂需求维持强劲:10月,国内动力电池+储能+消费电子电池合计排产186GWh,环比增22.4%,同比增45.3%,实际上今年以来下游终端表现都较强劲,其中新能源汽车消费和储能订单都好于预期。2. 碳酸锂供应持续增长:碳酸锂供应在前期减产后快速攀升,今年碳酸锂的供应仅在3-5月呈现下降,之后随碳酸锂价格持续回升,企业开工率开始不断上升,最新数据显示,10月碳酸锂产量继续呈现较大幅度增长...
Source Link摘要1. 碳酸锂需求维持强劲:10月,国内动力电池+储能+消费电子电池合计排产186GWh,环比增22.4%,同比增45.3%,实际上今年以来下游终端表现都较强劲,其中新能源汽车消费和储能订单都好于预期。2. 碳酸锂供应持续增长:碳酸锂供应在前期减产后快速攀升,今年碳酸锂的供应仅在3-5月呈现下降,之后随碳酸锂价格持续回升,企业开工率开始不断上升,最新数据显示,10月碳酸锂产量继续呈现较大幅度增长...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.