碳酸锂：供给端干扰，市场震荡偏强。

银河期货2025-08-08

银河期货投资分析师高波期货从业证号：F03134879期货投资咨询证号：Z0022121碳酸锂：供给端干扰，市场震荡偏强。现货情况：SMM报价电碳环比上调150至71100元/吨，工碳环比上调150至69000元/吨。高价刺激下，本周SMM统计的碳酸锂开工率环比大增7%，碳酸锂产量环比增加2300吨左右，各类原料都有增长，而库存仅增700吨，反映需求也有所增加。盘面增仓大涨反映市场相信江西矿山...

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