华联期货:宏观情绪好转带动碳酸锂小幅反弹

金十财经
Yesterday

【华联期货:宏观情绪好转带动碳酸锂小幅反弹】金十期货4月23日讯,据钢联,电碳价69500元/吨。中美关税战有望缓和,黄金大幅下挫,其余商品大部分反弹上涨,碳酸锂跟随上涨。基本面来看,锂矿价格持续下移导致成本支撑弱化。碳酸锂期货再创新低,现货价格同步承压,现货市场成交略好,近期下游有五一补货需求。期现商报价基差呈上行趋势,部分成交在期现商之间,下游多寻合适升贴水,准电采购热情更大。供应端虽有减停产出现,且库存累积速度有所放缓,但绝对库存规模仍较大,需求端增速显著低于供给端。

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