商品行情轮动至碳酸锂

郁言债市2025-08-07

国内商品市场延续回温势头，碳酸锂领涨，但板块轮动加速。行情不再是普涨格局，而是由具备特定供给侧扰动预期的品种领涨。碳酸锂受供给收缩预期强化影响，大幅上涨5.4%。焦煤、焦炭价格延续强势，分别上涨2.3%和1.7%，但涨幅较前两日明显收窄，显示上行动能有所减弱。前期领涨的多晶硅价格出现回调，下跌2.8%。其余品种涨跌互现，波动幅度普遍在1%以内。今日行情的差异化表现，主要源于各品种独立的供给侧逻辑。...

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