锂:底部已现,锂资源核心价值重塑进行时。锂行业经历3年的调整期,供需基本面正处于加速改善阶段,尤其年内价格经历过6万以下,供给端已进行过一轮自行优化。更进一步,今年8月以来,伴随着宜春锂云母的矿证等问题,我们能清晰看到锂资源价值凸显,粗放式开采已不再是行业的主流发展模式。需求侧,近年的动力电池构筑锂需求的基本盘,下半年来由于经济性带动的储能或成为需求的新的增长极。因此我们看到短期锂价已回升至13万...
Source Link锂:底部已现,锂资源核心价值重塑进行时。锂行业经历3年的调整期,供需基本面正处于加速改善阶段,尤其年内价格经历过6万以下,供给端已进行过一轮自行优化。更进一步,今年8月以来,伴随着宜春锂云母的矿证等问题,我们能清晰看到锂资源价值凸显,粗放式开采已不再是行业的主流发展模式。需求侧,近年的动力电池构筑锂需求的基本盘,下半年来由于经济性带动的储能或成为需求的新的增长极。因此我们看到短期锂价已回升至13万...
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