【碳酸锂价格大幅上涨，盘中涨幅超7%】金十期货09月11日讯，国泰君安期货点评：碳酸锂期货合约增仓上行，主力2411合约盘中最高触及78200元/吨，涨超7%，增仓超1.8万手，截至上午11时，2411合约上涨4.95%至76300元/吨，次主力2501合约上涨5.02%至78500元/吨。本轮碳酸锂上涨的主要原因是基本面的边际改善。从供给端来看，国内锂盐周度产量保持稳定，相较高峰减少1500吨，海外锂盐进口减量明显，8月智利出口至中国锂盐量1.21万吨，环比减少23%，连续4个月出现环比下滑，海外矿企减量预期较强，Arcadium、Piedmont、Global Lithium等矿企均放缓其扩产进度。从需求端来看，国内新能源车地方以旧换新政策的出炉以及储能市场的高景气度与 “金九银十”传统旺季需求共振，有望带动新一轮补库周期。碳酸锂产业库存延续去化，富宝产业库存6.55万吨，减少2478吨；SMM产业库存8.66万吨，减少4659吨。另一方面来看，据UBS报道，国内某龙头企业碳酸锂产线出现停产，该消息进一步催化了市场情绪的转向。
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