中信建投:供给扰动仍在持续,节前备库支撑锂价
36氪获悉,中信建投研报表示,津巴布韦自2月底全面禁止锂矿出口以来至今仍无锂精矿发运,出口配额落地但发运仍需时间,且在途时间可能长达3个月时间,假设4月底恢复发运,运回国内锂盐厂需要时间久,仍对国内5-6月原料��给产生影响,甚至波及7月产量;近期,江西4座云母锂矿同时公示了采矿
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