国联民生证券：锂价步入上行通道矿端或将短缺支撑镍价

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智通财经APP获悉，国联民生证券发布研报称，锂供给增速放缓，储能需求高增长，行业拐点临近，锂价步入上行通道，建议关注具有成本优势及量增弹性大的标的。镍钴板块看，刚果金配额制落地，供需格局逆转，钴价中枢上移明确;印尼计划收紧镍矿配额挺价，矿端或将短缺支撑镍价。国联民生证券主要观点如下：2025回顾：柳暗花明，锂钴镍触底反弹1)锂：25H1供需过剩压力下，锂价持续下跌磨底。进入下半年，江西青海矿证不...

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国联民生证券：锂价步入上行通道 矿端或将短缺支撑镍价

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国联民生证券：锂价步入上行通道矿端或将短缺支撑镍价