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燃油附加费将恢复

华泰期货：昨日PVC、烧碱继续上涨，供应收缩预期走强_蜘蛛资讯网

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减产，7月青海盐湖新增2万吨碳酸锂产能投产，短期盐湖提锂产量或有所恢复；回收提锂方面，短期内回收提锂仍面临废料供应不足的问题，但随着前期锂价上涨，回收端利润有所恢复，后续或维持小幅增产态势。　　需求：从调研情况来看，9月储能端在国内外需求增长拉动下，维持前期高增速，但动力端由于上半年存在部分需求前置，叠加近期部分地区“以旧换新”补贴暂停，同比增速收窄，在此背景下，9月正极排产环比增幅较前期小幅下调

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