中信建投:当前低库存、弱供给、强消费背景下锂价仍有望继续走强
36氪获悉,中信建投证券研报称,当前津巴布韦出口尚未实质恢复,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月原料供给产生影响,同时澳洲缺油影响矿山企业负荷水平,二季度内供给扰动依然明显,原料紧张难以缓和。消费端,下游排产预期逐月提高,储能、新能源车出口数据高增。在
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