锂在熊途系列一：累库和长协压制的基本面

........................................................................................................................................2 ..................................................................................................................................3 ..............................................................................................4 1-7..................................................................................................5 ....................................................................................................6 ..........................................................................................................7 .............................................................................................. .......................................................................................................... .............................................................................................................. .............................................................................................................. .................................................................................................................... ................................................................................................. 1 LCE GWh GWh * GWh 2 \ 6.53 9.9 3.59 9.7 5.12 9.6 5.98 8.8 7.52 8.8 40% 45% 2023 42.1 15 57.1 51 6.1 8.1 39.3% 15.6% 3 4 2.0 1.5 1.0 0.5 20242023 123456789101112 20242023 14 13 12 11 10 9 8 7 6 5 123456789101112 5 6 20242023 6 3.0 202420232022 41.8 2 123456789101112 0.5 123456789101112 9/10 10/10