金吾财讯 | 中信建投发研报指，本周碳酸锂现货价格继续抬升，江西某大型云母锂矿12月18日进行第一次环评公示，按照正常公示及审批流程推算，复产时间将较预期再度推迟，12月复产无望，1月内复产也存难度，消费淡季累库预期进一步削弱，低库存水平为来年价格继续上扬提供支撑。据SMM，截至12月18日碳酸锂库存11.0万吨（周-1044吨），其中下游库存4.1万吨，锂盐厂库存1.8万吨，其他库存5.1万吨。消费旺季及涨价行情中，下游及贸易商库存将备库增加，新增库存实际为消费，锂盐厂库存仅1.8万吨，若矿山复产继续推迟，淡季累库量不及预期，将难以支撑二季度旺季需求，放大锂价向上弹性。
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