中信期货：市场情绪乐观，锂价高位运行

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当下碳酸锂需求有边际走弱，但远期需求预期强劲，宏观情绪较好。市场对一月需求持乐观态度，排产相较于12月预期普遍上调。近日，海内外供应扰动频发，马里和南美等地地缘问题也对供应带来考验。4月开始锂离子电池出口退税退坡，可能引发“抢出口”现象，对锂价的影响或是短期利多，中长期中性利空。总结来看，碳酸锂基本面虽边际走弱，但远月预期较好，供应扰动频发，在资金情绪较好的背景下，仍以偏强震荡为主，建议关注回调...

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