机构观点:过剩压力逐步显现,碳酸锂承压运行
2024-06-05 00:47:18
金十期货6月5日讯,昨日碳酸锂期货2407合约跌0.97%至10.19万元/吨。现货价格方面,电池级碳酸锂下跌1100元/吨至10.38万元/吨,工业级碳酸锂下跌1100元/吨至10万元/吨。供应端,国内生产总体较为平稳,而海外资源进口方面仍有一定增量预期,同时上游锂盐长挺价难,据悉部分长协价格仍有松动。需求端,正极材料生产自5月开始增速放缓,6月环比仍不乐观,以刚需采买为主,现货市场表现较为冷清,而终端销售经过以降价促销、旧换新政策、车展等的拉动后也或将缓步放慢。碳酸锂供应过剩压力逐步显现,价格或将承压,关注6月排产。
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