Lithium Carbonate Surges 170K/Ton Bombshell: Export Tax Rebate Rush Incoming。
Автор: 储门的世界
Загружено: 2026-01-14
Просмотров: 7
Driven by adjustments to China’s battery export tax rebate policy, expectations of accelerated exports have surged, pushing battery production and raw material procurement forward.
Supported by stronger-than-expected demand, constrained short-term supply, low inventories, and strong capital inflows, lithium carbonate futures have surged above 170,000 yuan per ton, defying traditional seasonal weakness.
In the medium to long term, demand from energy storage and electric vehicles is expected to remain a key support for lithium prices, shifting competition toward cost control and resource ownership.
受电池出口退税政策调整影响，市场对“抢出口”的预期迅速升温，带动电池排产与原材料采购提前释放。
在需求超预期、供给短期受限、库存偏低及资金情绪共振的多重作用下，碳酸锂期货价格强势突破 17万元/吨，呈现“淡季不淡”的典型特征。
中长期看，储能与新能源车需求仍是碳酸锂价格的重要支撑，行业将逐步从周期博弈走向成本与资源竞争。
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