一、锂板块：底部已现，价值重塑核心逻辑- 供需改善：2025年锂价筑底后反弹，碳酸锂从6万元/吨升至13万元/吨；供给端优化（澳矿减停产、宜春锂云母矿证扰动），需求端动力电池为基本盘，储能成新增长极，固态电池打开长期空间。- 资产价值：大型矿企并购凸显价值（力拓收购Arcadium溢价90%、紫金矿业入股藏格矿业等），权益端提前反映锂价，资源端弹性显著。供需态势2025年锂行业供需呈现宽松但边际...
Source Link一、锂板块：底部已现，价值重塑核心逻辑- 供需改善：2025年锂价筑底后反弹，碳酸锂从6万元/吨升至13万元/吨；供给端优化（澳矿减停产、宜春锂云母矿证扰动），需求端动力电池为基本盘，储能成新增长极，固态电池打开长期空间。- 资产价值：大型矿企并购凸显价值（力拓收购Arcadium溢价90%、紫金矿业入股藏格矿业等），权益端提前反映锂价，资源端弹性显著。供需态势2025年锂行业供需呈现宽松但边际...
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