稀有金属：供给扰动持续推升锂价钴价或仍有上行空间

工银瑞信基金2025-12-23

点击即可收听全部内容在供应端扰动的刺激下，近期碳酸锂市场持续升温，期货主力合约价格一度突破11万元/吨关口，创下一年半以来新高。据媒体报道，江西枧下窝锂矿由于安检、环保合规及证照流程等因素，复产预期再度延后，这成为近期锂价上涨的主要支撑。当前锂电产业链高景气预期持续演绎，在需求维持相对高位、行业持续去库的环境下，锂矿重要产能复产预期延后进一步加剧了现货市场的紧缺。目前碳酸锂期货与现货市场面临较大的...

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稀有金属：供给扰动持续推升锂价 钴价或仍有上行空间

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稀有金属：供给扰动持续推升锂价钴价或仍有上行空间