碳酸锂期货的快速拉升，正在把锂行业从“现实宽松”的交易框架，推向“远期紧张”的定价逻辑。供给端资本开支收缩与项目递延叠加储能需求加速，使锂价中枢抬升预期升温，而期货主导的金融属性放大了这一过程的斜率与波动。 24日，广期所碳酸锂主力合约上涨11%，报164900元/吨，期货端的集中定价成为市场最直接的信号。 从价格位置看，这一水平已进入东方证券于嘉懿团队2月22日研报中对2026年碳酸锂12万至...
Source Link碳酸锂期货的快速拉升，正在把锂行业从“现实宽松”的交易框架，推向“远期紧张”的定价逻辑。供给端资本开支收缩与项目递延叠加储能需求加速，使锂价中枢抬升预期升温，而期货主导的金融属性放大了这一过程的斜率与波动。 24日，广期所碳酸锂主力合约上涨11%，报164900元/吨，期货端的集中定价成为市场最直接的信号。 从价格位置看，这一水平已进入东方证券于嘉懿团队2月22日研报中对2026年碳酸锂12万至...
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