碳酸锂投资周报：供给持续增产，下游需求走弱

     16000 14000 12000 10000 8000 6000 4000 2000 0 锂辉石产碳酸锂锂云母产碳酸锂 盐湖产碳酸锂中国碳酸锂周度产量 锂辉石产碳酸锂开工率锂云母产碳酸锂开工率 碳酸锂周度开工率盐湖产碳酸锂开工率 90 80 70 60 50 40 30 20 10 0 2023-11-092023-12-092024-01-092024-02-092024-03-092024-04-092024-05-09   2024202320222021 2024202320222021 70000 45000 60000 40000 50000 3500030000 40000 25000 30000 20000 20000 1500010000 10000 0 123456789101112 5000 0 123456789101112   2024202320222021 2024202320222021 2024202320222021 30000 18000 12000 25000 20000 15000 10000 5000 0 123456789101112 16000 14000 12000 10000 8000 6000 4000 2000 0 123456789101112 10000 8000 6000 4000 2000 0 123456789101112       ₂ ₂ ₂ ₂   60000 50000 40000 30000 20000 10000 0 2024-02-072024-03-072024-04-072024-05-07   70000 60000 50000 40000 30000 20000 10000 0 2024/1/112024/2/112024/3/112024/4/112024/5/11   18000 16000 14000 12000 10000 8000 6000 4000 2000 0 2024-02-072024-03-072024-04-072024-05-07   18000 16000 14000 12000 10000 8000 6000 4000 2000 0 2024/1/42024/2/42024/3/42024/4/42024/5/42024/6/4    40 35 30 25 20 15 10 5 0 2021-02-01 2021-04-01 2021-06-01 2021-08-01 2021-10-01 2021-12-01 2022-02-01 2022-04-01 2022-06-01 2022-08-01 2022-10-01 2022-12-01 2023-02-01 2023-04-01 2023-06-01 2023-08-01 2023-10-01 2023-12-01 2024-02-01 70.00 60.00 50.00 40.00 30.00 20.00 10.00 0.00 2024-04-01  