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全球碳酸鋰價十個月漲1.2倍

요약

全球碳酸鋰價格過去十個月飆升逾120%,雖近期碳酸鋰期貨小幅回調,但供需仍偏緊。需求端受新能源車、家庭及工業儲能及AI算力拉動;供給端受海外礦產政策與地緣風險影響。

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