金吾财讯 | 中信建投研究指出，碳酸锂供给端保持紧张、刚性，受原料库存低、锂辉石产线检修影响，SMM口径碳酸锂周度产量有所减少，并存在挺价惜售现象；4月中国进口锂辉石量75.8万吨，环比减少9.5%，同比增加21.7%，折合碳酸锂当量（LCE）约6.3万吨，碳酸锂进口3.27万吨，环比增加8.9%，同比增长15.2%。预计津巴布韦进口矿在6月底7月初到港，原料紧张情况维持。下游需求保持稳定，锂价回落之后多逢低补库，月度环比看需求预计将继续增加，供紧需旺格局没有改变，预计锂价将维持高位震荡格局。该机构提示风险主要有：全球经济大幅度衰退，消费断崖式萎缩；美国通胀失控，美联储货币收紧超预期，强势美元压制权益资产价格；国内新能源板块消费增速不及预期，地产板块消费持续低迷。
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