核心观点锂:江西云母锂矿面临换证后续流程带来的停产压力,《固体废物综合治理行动计划》落地后尾矿处理监管趋严,也放大供给端担忧。同时,部分锂盐厂春节期间存检修计划,当前供给端几无弹性;虽然年度级别看供给增量较大,但无助于上半年紧张局面缓和。需求端,由于出口退税带来抢出口预期,消费淡季不淡,累库困难,埋下二季度供给紧张基础。据SMM,国内碳酸锂库存周度环比继续下降783 吨,上游锂盐厂成品库存不足2 ...
Source Link核心观点锂:江西云母锂矿面临换证后续流程带来的停产压力,《固体废物综合治理行动计划》落地后尾矿处理监管趋严,也放大供给端担忧。同时,部分锂盐厂春节期间存检修计划,当前供给端几无弹性;虽然年度级别看供给增量较大,但无助于上半年紧张局面缓和。需求端,由于出口退税带来抢出口预期,消费淡季不淡,累库困难,埋下二季度供给紧张基础。据SMM,国内碳酸锂库存周度环比继续下降783 吨,上游锂盐厂成品库存不足2 ...
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