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Wallstreetcn
2023.02.23 23:13

高盛：中国锂需求下降了一半，价格料将进一步大幅下滑

高盛集团称，近几个月来，中国汽车行业对锂的需求下降了一半以上，这种巨大变化将导致作为重要电池金属的锂价格进一步下滑。Aditi Rai 牵头的高盛分析师们认为，12 月份以来，随着电动汽车补贴取消和新年假期等因素遏制了汽车行业供应链各个环节的活动，中国锂需求大幅走低。然而，电池级锂的产量持坚，导致供需日渐错位，在去年激烈争夺供应之后，今年消费者重新获得了定价能力。
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