碳酸锂投资周报：供给转增，需求维稳

201231 1 7.39/4.83% / SMM7.65/+900/SMM7.23 / +900/-+0.41 / -0.26/+3950 12/ 2 -  SMM 10.4-10.11 1.32 +4.24% 46.05% +0.92 pct  0.69 +12.36% 51.92% +5.72pct 0.21 -14.76% 25.76% -4.46pct 0.29 -5.08 66.52% -3.56pct 4% 3 8 5 8SMM 6.13 - -5.59%+36.2% - 2.82%3.89-4.1%+34.5% 2.11%2.24+8.06%+39.3% -4.02% 9SMM96.20 +1.17%+48.7%3.99+2.45% +44.42%2.22-1.07%+57.07% 6 30000 7 2021202220232024 25000 20000 15000 10000 5000 0 123456789101112 SMM 8SMM82.91 - 8 -3.96%+103.94%1.46 6.54%+24.98%1.29-3.23% +21.79% 9SMM 9 2.89 -0.86%+124.46% 1.52 +3.91% +43.92% 1.29 +0.23% +30.53% 910 81.77 - -26.78%+63.10%1.29 32.56% 8 8SMM 1.21 -22.99%-0.72% 2021 2022 2023 2024 30000 25000 20000 15000 10000 5000 0 123456789101112 2021 2022 2023 2024 2021 2022 2023 2024 3000025000 25000 20000 20000 15000 10000 5000 15000 10000 5000 0 123456789101112 0 123456789101112 / 778/+9/Li2O:1.5%-2.0%980/+35 / Li2O:2.0%-2.5%1598/+58 14 SMM78798+5.65% 76390+2.05% / SMM-63162350 -826 / ₂ ₂ ₂ ₂ 346 15/ 16/ SMM//33325/29600/32800/+270/+250 / /+200 &SMM5.73-1.42%6.08+1.79% 1718 SMM 8SMM821.15+9.18%+62%+0.8% 9SMM923.49+11.07%+84% 1920 SMM / SMM811/523/623145050/117850/123600/-750/-650/-425 &SMM1.54+0.52%1.45-2.54% 2122 8SMM86.09,3.5%+8.44% 9SMM96.09-1.52%+10% 2324 88109.2+10.93%+29.60%110 +11.05%+9.64%44.84%+1.04pct 1 2  2526 8SMM8116.8%22.22% 27% 28 SMM101112.06-3.24% 4.89 -1.77%3.02-13.25%+4.15+3.62% + 10114.41+1.2% 2930 本报告中的信息均源于公开可获得的资料，国贸期货力求准确可靠，但不对上述信息的准确性及完整性做任何保证。本报告不构成个人投资建议，也未针对个别投资者特殊的投资目标、财务状况或需要，投资者需自行判断本报告中的任何意见或建议是否符合其特定状况，据此投资，责任自负。本报告仅向特定客户推送，未经国贸期货授权许可，任何引用、转载以及向第三方传播的行为均构成对国贸期货的侵权，我司将视情况追究法律责任。期市有风险，入市需谨慎。