本周，氢氧化锂价格持续此前跌势。生产上，大部分企业维持较为稳定的生产节奏，个别企业因库存高企、对未来需求的悲观预期，有一定减量生产行为；市场情绪上，在近期谈单过程中，锂盐厂有较为明显的挺价情绪，更倾向于缩短协议期限；需求方面对下游的低价订单及散单的较低价位情况，同样有较为明确的下压折扣意愿。叠加矿价相对低位带来的成本低位，市场价格有较为显著的下跌趋势。

This week, with the temporary recovery in lithium carbonate prices, lithium ore suppliers continued to refuse to budge on prices at elevated levels. Given some hedging profit opportunities, traders (b ...

On June 26, the SMM battery-grade nickel sulphate index price was 27,199 yuan/mt, with the quotation range for battery-grade nickel sulphate being 27,200-27,600 yuan/mt. The average price remained ...

Macro front, initial US tariff hikes were relatively small, coupled with softening US economic data and temporarily dovish US Fed policy expectations. The US dollar index slumped to a five-month low, ...

[SMM Morning Meeting Summary: Uncertainty Persists Over US Tariff Issues, Copper Prices Encounter Resistance] On July 4, spot prices of #1 copper cathode against the 2507 contract for the current ...

Philippine nickel ore prices fell as smelter losses limited downstream acceptance of high prices ...

Triple Pressures Weigh on Aluminum Prices, Low Inventory Support Intensifies Market Game] On the macro front, Trump plans to impose tariffs of up to 70% on multiple countries, coupled with a deadlock ...

Recently, supply has decreased in the north and increased in the south. Yunnan entered the rainy season in July, leading to a small amount of capacity resumption. Overall, the reduction was more ...

Brief: US Tariff Risks Intensify, Lead Prices Pull Back After Rising] SMM reported on July 7: Last Friday, LME lead opened at $2,060/mt. With the end of the US's reciprocal tariff suspension period, ...