高盛：中國鋰需求下降了一半，價格料將進一步大幅下滑

華爾街見聞
2023.02.23 23:13
高盛集團稱，近幾個月來，中國汽車行業對鋰的需求下降了一半以上，這種巨大變化將導致作為重要電池金屬的鋰價格進一步下滑。Aditi Rai 牽頭的高盛分析師們認為，12 月份以來，隨着電動汽車補貼取消和新年假期等因素遏制了汽車行業供應鏈各個環節的活動，中國鋰需求大幅走低。然而，電池級鋰的產量持堅，導致供需日漸錯位，在去年激烈爭奪供應之後，今年消費者重新獲得了定價能力。
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