在年内反弹行情推动下,碳酸锂价格一度重回高位区间,但围绕中长期供需格局的分歧正在加大。多项来自主流机构与产业端的交叉验证显示,随着 2026 年前后全球锂资源供给集中释放,即便在较为乐观的需求假设下,行业仍可能重新步入显著过剩周期,价格中枢面临系统性回调压力。一、供给端“可见性”显著提升,新增产能并非远期假设与此前多轮周期不同,本轮锂资源扩张的一个显著特征在于新增供给的确定性明显增强。根据已投产及...
Source Link在年内反弹行情推动下,碳酸锂价格一度重回高位区间,但围绕中长期供需格局的分歧正在加大。多项来自主流机构与产业端的交叉验证显示,随着 2026 年前后全球锂资源供给集中释放,即便在较为乐观的需求假设下,行业仍可能重新步入显著过剩周期,价格中枢面临系统性回调压力。一、供给端“可见性”显著提升,新增产能并非远期假设与此前多轮周期不同,本轮锂资源扩张的一个显著特征在于新增供给的确定性明显增强。根据已投产及...
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