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

2012669 20221204 F3074367 Z0015479021-80401745 F03093505Z0017197 0755-82723054 F03088415 Z0016667 2.1 2.2 2.3 2.4 2.5 1 11034%12% 121028%0.76 21062.8GWH6%+1% 28%3C920922.4% 31020%30%LME29 412 11 3CPilbara 12 12 2 2.1 2.2 2.3 2.4 2.5 3 2.1.1 500/ 11 56 0.55% 12000 26.4/ PCl5 ( /) (/) WindSMM 4 9000 33.65 / 2000200030005000 0.113 / / WindSMM 2.1.2 5 2.1.3 122 Winsome 200 Winsome PowerMetals750 121 10 123 10 2 500 500 16 12 20 1129 SMM1129 MarceloEbrard 2023 PilbaraMinerals Calix Calix BloombergSMM 6 10 ( /) 8,287 /112,804 34% 17% 21% 50744 1-10 62% 10 23% 91%1-10 214,581 195,961 218.2 12% () () 2.2.1 WindSMM7 2.2.2 10 10 45 14367.55 15% 21% 9576.257 67% / 10 86338 12.7% () () 8 2.2.3 1034,1684%87%26,354 9%60%1110 ()() WindSMMMySteel9 10 10632 7.6% 6371 4.6% 10 +146% 11422 +17% 2.2.4 10 WindSMM10 2.2.5 () 10 50145 4000 10 68% 80% (%) (%) WindSMMMySteel 11 10 27802 1% 18958 8021 2,443 823 1,110 68%29%3% SMM 202210 3,563 523 189.5% () (%) 2.2.6 SMM12 202210 28% 0.76 MHP () 41%2022 1-10 2.51 8.49 0.75 25% 46% 0 10 MHP 1740 +12% () () 2.3.1 WindMysteelSMM13 10 7466 10 6408 1.5% 28.7% 9 9.7%10 3875 5.3% ( ) ( ) 2.3.2 SMMMysteel14 910 10 35% 5 () ( ) 2.3.3 SMM15 202210 9,742 26% 47442 56% 6948 2740 202210 / 1% () ( /) 2.4.1 SMMMySteel16 ( ) 10 20 12.33 7 10 10% 4.1% 7327 1.71 80.5% 4.6% ( ) ( ) 2.4.2 SMMMySteel17 (%) 10 3 3 77%67% (%) (%) 2.4.3 SMM18 10 6% 62.8GWH 38.6%9 150% 41.1% 2.5 10 0.8 0.2% 38.55GWH 24.24GWH 142.6% 163% (GWH) (GWH) 2.4.4 Wind19 98% 1-10 10 3.5% 30.54GWH 35.48% 224GWh (GWH) (GWH) 2.4.5 Wind20 10 28.5%1-10 548.5 76.2 528 71.4 87.6% 81.7% 24% 1.1 10 17.2 1.6 58.1 1.5 54.1 71.9%66.6% 18.1 ( ) ( ) 2.4.6 Wind21 10 11395 4.8% () 0.7% 8.6% 3520 15% 2022 2.4% 9 2092.2 5G 72.2% 1510.4 0.1% ( ) ( ) 2.4.7 Wind22 10 18077 9 24.5% 12377 19% 5700 30% 10 LME 29 136 () LME () 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 2.5 WindSMM23 / 131301-130514 8 518048 400-990-8826