银河证券:预计锂价运行中枢抬升 或有阶段错配

E公司
Jan 30

人民财讯1月30日电,银河证券研报指出,2025年锂价走势可以年中为界,分为清晰的两半。上半年延续过剩的一致预期,价格跌至锂辉石的现金成本附近,据称已有海外矿山计划减产,但还未及做出减产决策,下半年行情就已经启动。三季度动储双轮驱动,叠加新矿产资源法对采矿证的影响,资金扭转空头思路,交易周期拐点出现,行业趋势向好。截至年末,碳酸锂价格自低点翻倍有余,即使监管政策频繁出台,也无法改变上涨趋势,短暂...

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