“反内卷”叠加增长预期, 2026年碳酸锂能否继续“狂飙”?

中国经营报
Jan 08

碳酸锂市场在2025年迎来触底反弹。2025年年初,碳酸锂价格尚在7.5万元/吨附近震荡,6月便触及5.9万元/吨的年内低点,随后在“反内卷”和储能市场的增长预期带动下强势回升,至12月末碳酸锂期货主力合约价格一度突破13万元/吨,较低点涨幅超过120%。真锂研究创始人墨柯向《中国经营报》记者表示:“2025年碳酸锂价格呈V型走势,而2026年或呈现倒V曲线。当前,AIDC(人工智能数据中心)储能...

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