节点：中游（冶炼、中间品）情绪：利好参考度：6/10
2026年2月12日国内工业级氢氧化锂均价报131500元/吨
当前氢氧化锂供应呈国内收缩、海外补充格局。春节前计划性检修致本月国内锂盐产量环比明显下降，部分企业因集中交付前期订单开工负荷下调；但海外主要资源地对华出口前期显著增长，增量预计未来数月集中到港，中期供应存潜在对冲。行业社会库存延续去化至阶段性低位，上游持货商惜售情绪升温，现货流通资源短期偏紧...
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