春季行情正当时!供给密集扰动下,碳酸锂剑指20万元大关?

华尔街见闻
Feb 27

津巴布韦一纸禁令,点燃了一场蓄谋已久的反弹。2月25日,津巴布韦矿业部突然宣布暂停所有原矿及锂精矿出口,包括在途货物,理由是规范矿产监管与出口秩序。消息传来,广期所碳酸锂主力合约次日大涨逾11%,一举突破16万元/吨。值得注意的是,国信证券最新研报中指出,澳洲锂矿产能复产节奏相对较慢,从有复产计划到真正实现产出预计至少需要一个季度以上时间,南美"锂三角"国家阿根廷、玻利维亚、智利正在讨论组建类似...

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