钴锂小金属周度数据库

国泰君安证券股...2025-03-11

锂市场：碳酸锂现货价格仍在探底，后半周受资金影响盘面有所反弹。供应端，产量恢复至正常生产水平,供应量级增量明确。需求端，刺激Q1终端销量，从而带动3月电芯采购需求。下游材料厂采购仍保持谨慎，头部企业有接部分仓单；进入3月合约交割月，碳酸锂仓单成交较多，现货市场成交情况略有走弱。3月碳酸锂供应与需求呈现同增双强的局面，但是碳酸锂的供应增速当前仍较高，预计3月仍维持累库状态。钴市场：上周电解钴价格大幅...

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