碳酸锂投资周报：需求减产幅度大于供给，碳酸锂期价承压

1 ◼7.65/+2.14% ◼SMM7.39/+550/SMM6.97/+550/-+0.42/ ◼--0.27/-1250/ 2- ◼SMM10.26-11.11.34-0.44%46.68%-0.35pct◼0.71+0.17%54.02%+0.09 pct0.20-2.39%24.98%-0.61 pct0.28-1.77%65.34%pct -1.18 - ◼9SMM95.75-6.21%+37.9%-7.23%3.86-0.93%+39.7%-3.38%1.9-15.39%+34.3%-14.55% ◼10SMM105.8+0.83%+43.47%4.01+3.97%+53.21%1.79-5.54%+25.62% - ◼9SMM92.82-3.26%+119.02%1.14-22.02%+8.01%1.22-4.9%+23.85% 10SMM103.14+11.37%+145.82%0.87-23.66%-13.93%1.22-0.08%+38.3% - 91.63-8.03%+19.1%1.39+7.79% 8SMM81.21-22.99%-0.72% 3 ◼747/+4/Li2O:1.5%-2.0%830/+15/Li2O:2.0%-2.5%1415/+25/ ◼PilbaraPilbaraFY80~8470~74FY24 3 ◼SMM74040-0.62%73574+0.06% ◼SMM-4743+854/-1227+353/ 4 ◼SMM//33150 /29000 /32600/+500/ 0/+300/ ◼&SMM5.09-9.16%7.02+3.64% 4 ◼9SMM925.13+18.84%+97%+7%◼10SMM1025.13-0.03%+98% 4 ◼SMM811/523/623141830 /114050 /121030/-400/-230 /-150/◼&SMM1.52-0.26%1.46+2.77% 4 ◼9SMM85.73-7.39%+3.44%◼10SMM105.52-3.61%+-1.48% 4 ◼99130.7+19.7%+48.73%128.7+17%+42.36%45.82%+1.02 pct ◼ 4 ◼9SMM911.10.91%15.63% 5 ◼SMM11111.41-2.12%4.05-12.03%3.14-1.77%+4.22+9.4% 1114.34-0.04% ◼ 本报告中的信息均源于公开可获得的资料，国贸期货力求准确可靠，但不对上述信息的准确性及完整性做任何保证。本报告不构成个人投资建议，也未针对个别投资者特殊的投资目标、财务状况或需要，投资者需自行判断本报告中的任何意见或建议是否符合其特定状况，据此投资，责任自负。本报告仅向特定客户推送，未经国贸期货授权许可，任何引用、转载以及向第三方传播的行为均构成对国贸期货的侵权，我司将视情况追究法律责任。期市有风险，入市需谨慎。