碳酸锂投资周报：下游补库需求VS套保压力，碳酸锂震荡为主

201231 1 7.86/-1.82% / - SMM7.82/-900/SMM7.50/-900 / +0.33 / --0.04/+50 12/ 2 -  SMM 11.23-11.29 1.56 +3.28% 54.39% +1.62pct  0.84 +5.86% 63.63% +3.52 pct 0.30+0.81% 36.53% +0.29pct 0.26 -2.7% 59.98% 4% -1.66pct 3 10 5 10SMM 5.97 +3.73%+56%+2.06% 4.09 +6.11%+39.7%-3.38% 1.88 -1.11%+32%+4.69% 11SMM116.3 +6.12%+46.93%4.37 +6.85%+56.34%1.96+4.53% +29.54% 6 7 30000 2021202220232024 25000 20000 15000 10000 5000 0 123456789101112 SMM 10SMM103.29 - 8 +16.7%+157.59%0.9 21.20%+11.16%1.19-2.53% +34.91% 11 11SMM 3.57+8.52%+133.79%0.98 +9.71%-22.9%1.15-3.52% +53.22% 910 2.32 10 +42.62%+115.53% +28.24% 2021 2022 2023 2024 30000 25000 1.79 10 10SMM 1.70 +2.21%+1.06% 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 / 815/+9/Li2O:1.5%-2.0%1075/+15 / Li2O:2.0%-2.5%1650/+15 14 815 806 9 1075 1060 15 1650 1635 15 SMM80049+0.43% 78583+0.79% / SMM-5707-1523 / ₂ ₂ ₂ ₂ -1647-1804 15/ 16/ / SMM//34200/30000/33650/-200/-200/-200 &SMM5.6+0.71%8.11+0.95% 1718 SMM 10SMM1026.07+3.71%+105%+3.74% 1 11SMM1127.9+7.04%+145% 2 1920 SMM / SMM811/523/623140210/113520/120280/+5/-370/-215 &SMM1.54-1.28%1.41+0.78% 2122 10SMM105.88+2.57%+4.83%-3.5% 11 11SMM115.6-4.78%+0.17% 2324 1010146.3+11.89%+47.99%143 +11.13%+49.6%46.84%+1.02pct  2526 10SMM1012.815.32%3.23% 欧盟电动车对华关税或有转机。德国新闻电视频道网站报道，欧洲议会贸易委员会主席贝恩德·朗格表示涉电动汽车关税争端中欧即将达成协 议，中国可以承诺以最低价格在欧盟销售电动汽车。 27% 28 SMM112910.83 -0.12%3.45+1.84%2.97+1.35%+4.4 -2.55% 11292.17-59.29% 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。