【锂价止跌企稳 碳酸锂紧平衡格局仍稳固】7月走出一轮“预期驱动回调”行情后,碳酸锂价格近日出现企稳迹象。8月10日,碳酸锂期货主力合约LC2609报收146360元/吨,6个交易日以来累计上涨6.24%。“这几天算是稳住了。”有熟悉碳酸锂期货人士评价。此前的7月,受远期供给过剩的悲观预期影响,碳酸锂期货价格下跌近20%。期货市场上的涨涨跌跌,并没有影响到产业端的火热。“碳酸锂生产、销售正常。”四川某锂盐企业负责人称,下游拿货热情不减,公司已没有多少库存。该企业的状态基本代表了行业整体——7月以来,天华新能、九岭锂业等陆续进入检修,锂电下游8月排产却超预期增长。券商分析称,碳酸锂去库存节奏加快,供需格局整体维持偏紧态势。
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