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上涨驱动主要来自供需关系预期的扭转,近期碳酸锂价格震荡回落态势,本质上是对前期储能需求预期过热的理性纠偏。值得关注的是,贵金属和有色金属价格下跌对碳酸锂市场形成了传导效应,在春节假期临近之际,资金避险需求提升,投资者交易心态也更为谨慎。碳酸锂市场的交易逻辑,正经历从“宏观情绪扰动”转向“基本面主导”的轮换。  从基本面看,当前碳酸锂市场仍处于去库态势。据上海有色网数据,截至2月13日当周,碳酸锂库

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