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“V型反转”孕育复苏希望，2026年碳酸锂供需改善临近_蜘蛛资讯网

为构建中越命运共同体凝聚青春力量

来临、四季度储能需求旺盛等利好的拉动，电池企业排产数据持续好转。供给收缩、需求扩张之下，原本持续压制锂价的库存压力缓解明显，行业供需关系随之得到显著改善。根据上述机构统计，今年7月24日当周，包括上游冶炼、下游消费等环节在内的社会库存一度达到14.3万吨，而到12月19日该周度库存数据已经降至11万吨左右。“2025四季度，储能电池出货量超预期已经带动锂盐库存以3000吨/周的速度快速减少。”五矿

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