锂年报：过剩有收窄弹性仍有限

  1/22  2/22 ....................................................................................................................................3 ..............................................................................................................................4 .................................................................................................................5 ...............................................................................................................10 1.....................................................................................................................10 2..................................................................................................................12 3.....................................................................................................................14 4...............................................................................................................15 .................................................................................................16 1................................. ................................ ................................ .................... 16 2................................. ................................ ................................ .................... 17 3................................. ................................ ................................ .................... 19 4................................. ................................ ................................ .................... 19 3/22 .................................................................................... .................................................................................................................... .......................................................................................................... .............................................................................................................. ....................................................................................................... ................................................................................................. ..................................................................................................... ............................................................................................... ............................................................................................... .............................................................................................. ............................................................................................................. .......................................................................................................... .................................................................................................... .............................................................................................. .......................................................................................................... .......................................................................................................... .................................................................................................... .................................................................................................... ........................................................................................... ................................................................................. ................................................................................. 4/22 5/22 6/22 7/22 01-0201-0303-04 01-0401-0501-06 01-0704-0704-11 1314 / 3 110 / / 2 1 9-1 - 0 7 24/1 -2 24/324/524/724/924/11 (1) 23/723/823/923/1023/1123/12 FOB18 2.5 11 / / 2 13 / / 11 1 60 24/124/324/524/724/924/11 68 24/124/324/524/724/924/11 8/22 2024/12/27 2023/12/29 1 2 75756 106655 -30898.97 28.26% 75756 106655 -30898.97 28.97% 75756 106655 -30898.97 28.97% -950 -10800 9850 91.20% 52086 7530 44556 591.71% 74400 93000 -18600 20.00% 76700 100800 -24100 23.91% 75550 96900 -21350 22.03% 71800 85500 -13700 16.02% 72800 90500 -17700 19.56% 72300 88000 -15700 17.84% 75400 95714 -20314 21.22% 8930 13750 -4820 35.05% 69430 86250 -16820 19.50% 816 1315 -499 37.95% 1740 2250 -510 22.67% 1110 1305 -195 14.94% 9/22 1. 10/22 同比 合计 吨 673379 456885 216494 47.38% 锂辉石 吨 323105 150291 172814 114.99% 锂云母 吨 153920 128821 25099 19.48% 盐湖 吨 128116 93844 34272 36.52% 回收 吨 68238 83929 -15691 18.70% 产量 吨 254466 175067 79399 45.35% 产量 吨 418913 282016 136897 48.54% 合计 吨 107651 66584 41067 61.68% 冶炼厂 吨 35824 40295 -4471 11.10% 吨 35086 13601 21485 157.97% 吨 36741 12688 24053 189.57% 磷酸铁锂 产量 吨 2434264 1540160 894104 58.05% 三元正极材料 产量 吨 692160 623105 69055 11.08% 钴酸锂 产量 吨 88605 75942 12663 16.67% 产量 吨 120909 91530 29379 32.10% 产