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What's the real price of de-coupling from China?_我的网站

A |     下游需求持续放量叠加供给端阶段性收紧，碳酸锂板块正迎来新一轮景气周期。    Some Western countries aiming to decouple from China's supply chains may face staggering costs: an extra $23.6 trillion by 2050, according to estimates.    World Bank data shows that China's manufacturing value added accounts for nearly 30% of the global total, ranking first for 16 consecutive years.    In new energy, 80% of key materials are tied to Chinese, production, making it difficult to bypass.    As European and U.S. automakers build plants in Morocco and Mexico, Chinese suppliers follow right behind.    Observers note supply chains are like rivers — barriers can be built, but its underlying course cannot easily be changed. Instead of focusing on decouple, countries should consider how to achieve mutual benefit.                    。8月以来，碳酸锂期货主力合约累计上涨超15%，8月24日盘中涨超3%。与此同时，A股锂矿概念板块近期持续活跃。Choice数据显示，8月以来，融捷股份、天华新能等多只个股累计涨幅均超过20%。多家机构认为，从当前现货供给、下游需求等产业数据来看，国内碳酸锂供需格局整体仍维持偏紧态势。（上海证券报）。

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