投资咨询业务资格:证监许可【2012】31号 160,000 150,000 140,000 130,000 120,000 110,000 100,000 90,000 80,000 70,000 60,000 300,000 120000 12000 100000 10000 80000 8000 60000 6000 40000 4000 20000 2000 0 0 250,000 200,000 150,000 100,000 50,000 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 2024-02-082024-03-082024-04-082024-05-082024-06-082024-07-082024-08-08 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 2017-05-01 2017-09-01 2018-01-01 2018-05-01 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 2018-09-01 2019-01-01 2019-05-01 2019-09-01 2020-01-01 2020-05-01 2020-09-01 2021-01-01 2021-05-01 2021-09-01 2022-01-01 2022-05-01 2022-09-01 2023-01-01 2023-05-01 2023-09-01 2024-01-01 2024-05-01 110000 ₂₂ ₂₂ 15000 10000010000 90000 5000 80000 0 70000 60000 50000 2024-04-022024-05-022024-06-022024-07-022024-08-022024-09-02 -5000 -10000 -15000 60000 60000 50000 50000 40000 40000 30000 30000 2000020000 10000 0 10000 0 2024-05-162024-06-162024-07-162024-08-16 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 2024/8/6 250000 200000 150000 100000 50000 0 1 2024/9/6 15500 200000 180000 160000 140000 120000 100000 80000 60000 40000 20000 0 15000 14500 14000 13500 13000 12500 12000 11500 2024-05-162024-06-162024-07-162024-08-16 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 2024/8/6 80000 70000 60000 50000 40000 30000 20000 10000 0 1 2 2024/9/6 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 5.00 4.50 4.00 3.50 3.00 2.50 2.00 1.50 1.00 0.50 0.00 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 2024-08-24 2024-08-26 2024-08-28 2024-08-30 2024-09-01 2024-09-03 2024-09-05