碳酸锂期货价重返8万元上市公司“有矿”受益

DoNews2025-07-28

2025年7月25日，受供给收缩预期影响，广州期货交易所碳酸锂主力合约（LC2509）价格重返8万元/吨，创下近5个月新高。交易所随即限制该合约单日开仓量不得超过3000手。供给端收缩叠加成本支撑，加上锂电行业加速产能出清，碳酸锂价格回升至接近成本线，企业开工积极性恢复。同时，新能源车零售增长带动需求“淡季不淡”，下游厂商备货积极。受益于价格上涨，多家上游锂矿企业业绩改善，如天齐锂业预计上半年...

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碳酸锂期货价重返8万元 上市公司“有矿”受益

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碳酸锂期货价重返8万元上市公司“有矿”受益