中信建投：锂市供需偏紧
2026-07-24 00:22:51
据界面新闻报道，中信建投证券研报指出，受锂价近期快速下行影响，上游惜售情绪加重，部分散单报价仍维持在16万元/吨以上；下游在15万元/吨以下采购情绪较积极，但整体仍以刚需为主。供给端，碳酸锂产量下行，部分锂盐厂按计划检修，锂辉石产线减量明显。需求端，7月排产预计环比增长超5%，8月排产预计继续正增长，研报称四季度旺季可期。
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