金吾财讯 | 美国雅保(ALB)盘前涨超3%，截至发稿，报125.79美元。消息面上，近期伴随碳酸锂价格的不断上涨，港美股锂矿概念股迎来升势。碳酸锂市场的这轮涨势自10月中旬启动，至今已持续一个月。与以往受供给端扰动引发的价格上涨不同，本轮涨势是供给与需求端爆发双驱动。直接驱动因素在于供给端收缩与低库存的双重支撑。核心矿山枧下窝矿因采矿权证流程未完成，复产虽有进展，但真正投产时间大大延后，短期复产无望，加剧市场对供应紧缺的担忧。从目前公布的程序节点来看，市场预期按审批流程整体复产时间预计不会早于12月中下旬。这意味着在接下来的一段时间，枧下窝锂矿仍无法贡献产量，每月约7000吨的碳酸锂供应量（约占国内锂盐供应的10%）将持续缺位。
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