【智车派新闻】11月下旬,电池级碳酸锂价格已攀升至近10万元/吨,较6月低点约5.84万元/吨上涨逾60%,期货主力合约更一度触及10.25万元/吨,创下2024年6月以来新高。这一轮快速反弹并非偶然,而是供需格局深度调整、产业链去库存完成与新兴需求爆发共同作用的结果。供应端收缩成为本轮涨价的重要推手。国内方面,江西宜春枧下窝矿区影响全国约8.5%的月度供应,合计冻结产能达18万吨。青海盐湖受冬季...
Source Link【智车派新闻】11月下旬,电池级碳酸锂价格已攀升至近10万元/吨,较6月低点约5.84万元/吨上涨逾60%,期货主力合约更一度触及10.25万元/吨,创下2024年6月以来新高。这一轮快速反弹并非偶然,而是供需格局深度调整、产业链去库存完成与新兴需求爆发共同作用的结果。供应端收缩成为本轮涨价的重要推手。国内方面,江西宜春枧下窝矿区影响全国约8.5%的月度供应,合计冻结产能达18万吨。青海盐湖受冬季...
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