有色金属锂钴周报：下游需求边际转弱，碳酸锂再次小幅回调

202212042012669F3074367Z0015479021-80401745F03093505Z00171970755-82723054F03088415Z0016667 12.12.22.32.42.5 211034%12%121028%0.7621062.8GWH6%+1%28%3C920922.4%31020%30%LME29412113CPilbara1212 32.12.22.32.42.5 42.1.1 (/)(/)500/11560.55%1200026.4/PCl5Wind SMM 52.1.2 /900033.65/20002000300050000.113/Wind SMM 62.1.3 122Winsome200WinsomePower Metals 750121101231610250050012201129SMM 1129Marcelo Ebrard2023Pilbara MineralsCalixCalixBloomberg SMM 7()2.2.1 Wind SMM()108,28734%21%50744/17%1-10112,80462%10214,58112%23%195,96191%1-10218.2(/) 8()2.2.2 10()1014367.5515%21%9576.25767%45/108633812.7% 9()2.2.3 Wind SMM MySteel()1034,1684%87%26,3549%60%1110 102.2.4 10Wind SMM10106327.6%63714.6%1011422+17%+146% 11(%)2.2.5 Wind SMM MySteel(%)105014540001068%80%() 12()2.2.6 SMM(%)10278021%18958802182368%29%3%SMM2022103,5632,4431,110523189.5% 13()2.3.1 Wind Mysteel SMM ()2022100.7628%41%20221-108.492.510.7525%46%010MHP1740+12%MHP() 14()2.3.2 SMM Mysteel()10746628.7%9.7%1038755.3%1064081.5%9 15()2.3.3 SMM 9101035%5() 16()2.4.1 SMM MySteel(/)2022109,74226%56%6948274020221047442/1% 17()2.4.2 SMM MySteel()102012.3310%1.7174.1%80.5%1073274.6%() 18(%)2.4.3 SMM(%)103377%67%(%) 192.4.4 Wind 1062.8GWH150%6%38.6%941.1%2.51038.55GWH142.6%0.824.24GWH163%0.2%(GWH)(GWH) 202.4.5 Wind 1030.54GWH98%3.5%35.48%1-10224GWh(GWH)(GWH) 212.4.6 Wind 1076.271.487.6%81.7%28.5%1-10548.55281.124%1058.154.171.9%66.6%18.117.21.61.5()() 222.4.7 Wind 10113954.8%0.7%352015%8.6%202292092.22.4%5G1510.40.1%72.2%()()() 23()2.5 Wind SMMLME()1018077924.5%1237719%570030%10LME2913612345678910111212345678910 / 8 13 1301-130514 518048 400-990-8826