这一次不一样?本轮“锂价牛市”与历史不同

华尔街见闻
Jan 15

锂市场的老玩家都深知这个行业的残酷周期性——这是一种“不成熟”的大宗商品,需求往往呈两位数增长,而价格却极不稳定。然而,德意志银行认为,虽然历史总是押韵,但这一次的旋律可能真的变了。 据追风交易台,1月14日,德银Corinne Blanchard团队在最新研报中指出,锂在2025年夏季(约8月)出现了周期的底部。自那时起,锂现货价格已从低点攀升了约160%,期货更是飙升了180%。与过去由政府...

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