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求不会戛然而止。供应端的扰动并未彻底解除警报，本周开始陆续集港发货，中性预期下，来自津巴布韦的锂精矿预计在7月初才能批量运抵至各冶炼厂，则意味着5-6月份的锂矿偏紧。需求侧，5月车端订单预计会持续复苏，叠加带电量、出口超预期的影响以及储能持续发力，5月无论是电池还是正极材料排产环比均维持高增长。因此进入5月份后需重点留意由于津巴布韦发运节奏的问题而导致的供给剪刀差，对于产业来说，逢急跌补库仍是首选

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