$赣锋锂业(SZ002460)$ $赣锋锂业(01772)$
Joe Lowry 在他的TWEET上说了5月份日本和韩国的进口价。氢氧化锂在韩国是14美元/公斤。在日本主要供TESLA,所以略低于12.
Carbonate imports to Japan in May hold at $11/kg. Hydroxide due to the strong supply chain of@Teslawas slightly under $12/kg. Not much of a premium
Korea carbonate imports in May average over $10/kg. Hydroxide ~$14/kg.