银河证券：预计锂价运行中枢抬升或有阶段错配

E公司01-30

人民财讯1月30日电，银河证券研报指出，2025年锂价走势可以年中为界，分为清晰的两半。上半年延续过剩的一致预期，价格跌至锂辉石的现金成本附近，据称已有海外矿山计划减产，但还未及做出减产决策，下半年行情就已经启动。三季度动储双轮驱动，叠加新矿产资源法对采矿证的影响，资金扭转空头思路，交易周期拐点出现，行业趋势向好。截至年末，碳酸锂价格自低点翻倍有余，即使监管政策频繁出台，也无法改变上涨趋势，短暂...

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银河证券：预计锂价运行中枢抬升 或有阶段错配

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银河证券：预计锂价运行中枢抬升或有阶段错配