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津巴布韦暂停锂矿出口，影响有多大？_蜘蛛资讯网

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看：国内供给或受冲击。我国锂资源对外依存度60%左右，津巴布韦的突然断供意味短期我国9%左右的锂盐生产原料面临短缺风险。由于2026年初库存正处于持续去化后的相对低位，禁令短期会直接导致国内部分锂盐厂的减产，叠加近期抢出口等预期，我们认为禁令有望推动碳酸锂价格出现短期结构性涨幅。　　中长期看：本地化加工意味着更高的配套设施如能源、硫酸、物流成本等，为碳酸锂的长期刚性成本支撑提供了更高的位置。新浪声

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