节点：下游（终端消费/应用）位置：下游情绪：利好参考度：8/10
图：锂辉石价格
澳大利亚锂矿商在价格飙升中谋划扩张
澳大利亚锂矿商正应对锂辉石价格的大幅上涨。PLS集团报告称，按5.2%的锂辉石品位计算，平均实际售价上涨57%至1,161澳元/吨。价格在1月攀升至2,500澳元/吨，较2025年7月的600澳元/吨大幅增长。中国强劲的电动汽车政策和储能举措进一步强化了这一上涨势头。价格上涨促使生产商重新考虑此前搁置的运营。PLS正在评估重启其年产20万吨的Ngungaju工厂。与此同时，Mineral Resources正在考虑重启Bald Hill项目，并上调了Wodgina和Mt Marion项目的生产指引。这些举措可能为锂市场带来实质性的短期供应增 ..
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