东方证券：有色金属供需预期双向扭转价格再启新周期

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智通财经APP获悉，东方证券发布研报称，锂供应受短期扰动与长期增速有限制约，而储能与固态电池需求抬升中期预期，预计2026-2027年维持紧缺。钴受刚果金出口配额约束，供应缺口明确，价格获强支撑。周期上行中需关注“股票→期货→现货”的正反馈链条，股价与商品价格相互强化。建议关注锂、钴产业链相关标的。东方证券主要观点如下：锂：需求预期修复再启补库周期，供应扰动持续带来中期缺口（1）在供给端，非洲...

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东方证券：有色金属供需预期双向扭转 价格再启新周期

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东方证券：有色金属供需预期双向扭转价格再启新周期