碳酸锂投资周报：需求减产幅度大于供给，碳酸锂期价承压

201231 1 7.65/+2.14% / - SMM7.39/+550/SMM6.97/+550 / +0.42 / --0.27/-1250 12/ 2 -  SMM 10.26-11.1 1.34 -0.44% 46.68% -0.35pct  0.71 +0.17% 54.02% +0.09pct 0.20 -2.39% 24.98% -0.61pct 0.28 -1.77% 65.34% -1.18 4% pct 3 9 SMM9 5.75 -6.21% +37.9% -7.23% 3.86 -0.93% +39.7% -3.38% 1.9 -15.39% +34.3% -14.55% 10 SMM 10 5.8 +0.83% +43.47% 4.01 +3.97% +53.21% 1.79 - 5 6 7 5.54%+25.62% 30000 2021202220232024 25000 20000 15000 10000 5000 0 123456789101112 SMM 9SMM92.82 - 8 -3.26%+119.02%1.14 22.02%+8.01%1.22-4.9% +23.85% 10 10SMM 3.14 +11.37%+145.82% - 0.87-23.66%-13.93%1.22 0.08%+38.3% 910 1.39 9 1.63 +7.79% -8.03%+19.1% 2021 2022 2023 2024 30000 25000 8 8SMM 1.21 -22.99%-0.72% 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 / 747/+4/Li2O:1.5%-2.0%830/+15 / Li2O:2.0%-2.5%1415/+25 PilbaraPilbaraFY80~8470~74FY24 14 SMM74040-0.62% 73574+0.06% / SMM-4743+854 / ₂ ₂ ₂ ₂ -1227+353 15/ 16/ SMM//33150/29000/32600/+500/0/ / +300 &SMM5.09-9.16%7.02 +3.64% 1718 SMM 9SMM925.13+18.84%+97%+7% 10SMM1025.13-0.03%+98% 1920 SMM / SMM811/523/623141830/114050/121030/-400/-230/-150 &SMM1.52-0.26%1.46+2.77% 2122 9SMM85.73-7.39%+3.44% 10SMM105.52-3.61%+-1.48% 2324 99130.7+19.7%+48.73% 128.7+17%+42.36%45.82%+1.02pct  2526 9SMM911.10.91%15.63% 27% 28 SMM11111.41-2.12% 4.05 -12.03%3.14-1.77%+4.22+9.4% 1114.34-0.04% 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。