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碳酸鋰價格底部震蕩（萬元/噸）-行業數據

碳酸鋰價格底部震蕩（萬元/噸）
碳酸鋰價格底部震蕩（萬元/噸）
碳酸鋰低位震蕩疊加銅價高位震蕩、復合銅箔成本優勢放大： 1）電池終端來看，上游碳酸鋰價格不存在大幅下降的空間，四大主材價格亦是磨底，降本方向指向集流體；2）銅價高位震蕩，PET與 PP價格相對穩定，復合銅箔原材料成本優勢或進一步放大。
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所屬報告： 三孚新科-公司研究報告-聚焦電子化學品復合銅箔設備布局加速-250417（36頁）.pdf
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