碳酸锂期价创新低，机构：未来或跌破10万大关

美国商品期货交易委员会（CFTC）数据显示：11月21日当周，对冲基金所持SOFR期货净多头头寸创历史新高。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/470/w784h486/20231128/c6ca-1b11772060c6d0a19b6eaece3c816fe8.jpg"]},"commentid":"live:finance-152-3384992:0","compere_id":0,"creator":"zhouwei6@staff.sina.com","mender":"zhouwei6@staff.sina.com","create_time":"2023-11-28 05:14:51","update_time":"2023-11-28 05:14:51","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0"}","old_live_cid":"0","tab":"","is_repeat":"0","tag":[{"id":"102","name":"国际"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":3384991,"zhibo_id":152,"type":0,"rich_text":"【碳酸锂期价创新低，机构：未来或跌破10万大关】 在现货供需失衡、市场看空情绪笼罩下，碳酸锂期货再度跌停。周一（11月27日），碳酸锂2401主力合约跌破12万元/吨，触及7%跌停板。随着碳酸锂期货价格的大幅下行，期现货价格再度出现倒挂，击破不少锂矿企业的成本线。从中长期看，2024年全球碳酸锂供需过剩近20万吨，通过碳酸锂下行打破高成本锂矿进行产能出清成为空头主流看法，这也是锂价持续单边下跌主导因素，若考虑到这部分产能出清重新达到供需平衡情况，碳酸锂期货价格低点大概率会跌破10万元/吨，甚至跌到8万元/吨才有望进入新一轮产业上行周期。（证券时报）