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中信建投期货分析师张维鑫:短期内,碳酸锂期货价格或处于区间震荡态势
Qi Huo Ri Bao Wang·2025-09-14 10:05

Core Viewpoint - The current lithium carbonate market lacks strong driving factors influencing price fluctuations, with both demand and supply dynamics playing critical roles [1] Supply and Demand Analysis - Demand for lithium carbonate remains strong, with a greater inventory reduction this week compared to last week, providing price support [1] - Supply side uncertainties in Jiangxi have not been fully resolved, contributing to price stability [1] - The production of lithium from spodumene continues to increase, indicating a more sustained supply than previously expected [1] Market Sentiment and Future Outlook - There are concerns that the current market demand may have peaked, leading to doubts about the sustainability of future demand, which could negatively impact prices [1] - The news regarding the potential resumption of production by Ningde has not yet been finalized but conveys a positive sentiment to the market, which could also act as a bearish influence on prices [1]