碳酸锂投资周报：基本面变化有限,碳酸锂震荡为主

投资咨询业务资格：证监许可【2012】31号    160,000 150,000 140,000 90,00080,000 50,000 70,00060,000 0 130,000 250,000 200,000 140000 120000 120,000 150,000 110,000 80000 100,000 100,000 60000 100000 40000 20000 0 16000 14000 12000 10000 8000 6000 4000 2000 0   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 2024-01-252024-02-252024-03-252024-04-252024-05-252024-06-252024-07-25   2024202320222021 2024202320222021 70000 45000 60000 40000 50000 3500030000 40000 25000 30000 20000 20000 1500010000 10000 0 123456789101112 5000 0 123456789101112   2024202320222021 2024202320222021 2024202320222021 35000 30000 25000 20000 15000 10000 5000 0 123456789101112 20000 18000 16000 14000 12000 10000 8000 6000 4000 2000 0 123456789101112 14000 12000 10000 8000 6000 4000 2000 0 123456789101112   1900-01-00 1900-01-00 1900-01-00 1900-01-00 1900-01-00 1900-01-00 1900-01-00 30000 25000 20000 15000 10000 5000 0 2017-04-01 2017-08-01 2017-12-01 2018-04-01 中国进口碳酸锂月度进口量分国别：总计吨 智利�口到中国智利碳酸锂月度�口量分国别：中国吨 2018-08-01 2018-12-01 2019-04-01 2019-08-01 2019-12-01 2020-04-01 2020-08-01 2020-12-01 2021-04-01 2021-08-01 2021-12-01 2022-04-01 2022-08-01 2022-12-01 2023-04-01 2023-08-01 2023-12-01 2024-04-01    110000 100000 90000 80000 70000 ₂₂ ₂₂ 20000 15000 10000 5000 0 60000 -5000 50000 2024-03-192024-04-192024-05-192024-06-192024-07-192024-08-19 -10000 -15000   60000 60000 50000 50000 40000 40000 30000 30000 2000020000 10000 0 10000 0 2024-04-252024-05-252024-06-252024-07-25   2024 2023 2022 2021 2 3 4 5 6 7 8 9 10 11 12 70000 60000 50000 40000 30000 20000 10000 0 2023/1/6 2023/2/6 2023/3/6 2023/4/6 2023/5/6 2023/6/6 2023/7/6 2023/8/6 2023/9/6 2023/10/6 2023/11/6 2023/12/6 2024/1/6 2024/2/6 2024/3/6 2024/4/6 2024/5/6 2024/6/6 2024/7/6 250000 200000 150000 100000 50000 0 1 2024/8/6   18000 200000 180000 160000 140000 120000 100000 80000 60000 40000 20000 0 16000 14000 12000 10000 8000 6000 4000 2000 0 2024-04-252024-05-252024-06-252024-07-25   2024 2023 2022 2021 3 4 5 6 7 8 9 10 11 12 18000 16000 14000 12000 10000 8000 6000 4000 2000 0 2023/1/6 2023/2/6 2023/3/6 2023/4/6 2023/5/6 2023/6/6 2023/7/6 2023/8/6 2023/9/6 2023/10/6 2023/11/6 2023/12/6 2024/1/6 2024/2/6 2024/3/6 2024/4/6 2024/5/6 2024/6/6 2024/7/6 80000 70000 60000 50000 40000 30000 20000 10000 0 1 2 2024/8/6   20242023202220212024202320222021 1400000 1200000 1000000 800000 600000 400000 1400000 1200000 1000000 800000 600000 400000 200000 200000 0 123456789101112 0 12345 678 910 1112  2024 2023 2022 2021 2 3 4 5 6 7 8 9 10 11 12 50 45 40 35 30 25 20 15 10 5 0 2021-05-01 2021-07-01 2021-09-01 2021-11-01 2022-01-01 2022-03-01 2022-05-01 2022-07-01 2022-09-01 2022-11-01 2023-01-01 2023-03-01 2023-05-01 2023-07-01 2023-09-01 2023-11-01 2024-01-01 2024-03-01 2024-05-01 14 12 10 8 6 4 2 0 1 2024-07-01   电池厂+贸易商 正极厂（含客供） 锂盐厂 140000 120000 100000 80000 60000 40000 20000 0 4.50 4.00 3.50 3.00 2.50 2.00 1.50 1.00 0.50 0.00 2024-06-19 2024-06-21 2024-06-23 2024-06-25 2024-06-27 2024-06-29 2024-07-01 2024-07-03 2024-07-05 2024-07-07 2024-07-09 2024-07-11 2024-07-13 2024-07-15 2024-07-17 2024-07-19 2024-07-21 2024-07-23 2024-07-25 2024-07-27 2024-07-29 2024-07-31 2024-08-02 2024-08-04 2024-08-06 2024-08-08 2024-08-10 2024-08-12 2024-08-14 2024-08-16 2024-08-18 2024-08-20 2024-08-22