津巴布韦“锁矿” 锂价逼近19万元/吨 中游锂企如何避免为矿企打工?

上海有色网
Feb 26

2026年2月,国内碳酸锂期货价格上演“过山车”行情:月初曾下探至14万元/吨左右,之后震荡上行,至2月26日即将突破19万元/吨,单月振幅超35%。节后锂价大涨,除下游储能、动力市场需求旺盛外,非洲主要锂矿供给端突发禁令,使锂矿供需格局由紧平衡,转向供给收紧,进一步加剧了对锂价的扰动。据媒体报道,2月25日,津巴布韦矿业部宣布,立即暂停所有原矿及锂精矿出口(含在途货物),旨在加强对其矿产的监管与...

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