新能源锂电 通惠期货•研发产品系列 碳酸锂日报 2025 年 04 月 17 日 星期四 碳酸锂近期缺乏边际变化，期现价格波动幅度收窄 一、 日度市场总结 4 月 16 日，碳酸锂期货反弹，主力合约 LC2505 收 70420 元/吨，较前一交易日收盘下跌 0.42%。碳酸锂现货报 价松动，低位波动，电池级碳酸锂现货成交均价较前一交易 日持平，但波动范围缩窄。 有色网数据显示，4 月 11 日当周碳酸锂的周度产量为 17962 吨，环比前一周增加 1.91%，周度产量变化幅度较 小，整体处于历史绝对高位；截至 4 月 11 日当周碳酸锂周 度库存为 131020 吨，环比增加 1.26%，同时磷酸铁锂电池周 产量为 15.44GWh，环比增加 5.46%。 据乘联会数据，4 月 1-13 日，新能源车市场零售同比增 长 15%，环比下降 17%。全国乘用车厂商新能源批发同比去 年同期增长 25%，环比下降 9%。 上周碳酸锂周度产量维持高位，下游终端需求虽有所起 色但是仍未能顺利传导至碳酸锂需求端，高基差抑制碳酸锂 仓单的注册增速，市场流通库存逐周增加。 期货方面，昨日碳酸锂期货 LC3505 合约持续在七 ...

能源化工 聚酯日报 通惠期货研发产品系列 2025 年 4 月 11 日 星期五 纺服需求受关税直接影响更大，川普言论反复或引发盘面修正加快 通惠期货研发部 一、日度市场总结 1. PX & PTA 昨日，PX主力合约PX2505收6104元/吨，较前一交易日上涨6.64%， 基差为-495 元/吨。PTA 主力合约 PTA2505 收 4350 元/吨，较前一交易日 上涨 5.84%,基差为-200 元/吨。 成本端，中美关税博弈引发油价波动加剧。WTI 原油主力收 59.79 美 元/桶，布油收 63.40 美元/桶。供应端，PX：盛虹炼化 400 万吨装置 4 月 有重整计划，预计 PX 降负荷，扬子石化重整检修至 5 月上旬，PX 有降负 预期，天津石化计划 4-6 月份检修，海南炼化计划 4-5 月检修，中海油 惠州 150 万吨计划 3 月底检修 50 天左右。浙石化 250 万吨计划 3 月下检 修 35-45 天左右，九江石化计划 3 月 15 日停车检修至 5 月。PX 国内装置 开工率为 77.8%，亚洲开工率为 72.5%。PTA：福建百宏计划 4 月 5 日起 检修两周，仪征化纤 30 ...

新能源锂电 通惠期货•研发产品系列 碳酸锂日报 2025 年 04 月 11 日 星期五 碳酸锂现货波动幅度放大，市场投机氛围仍未完全恢复 一、 日度市场总结 4 月 10 日，碳酸锂期货反弹，主力合约 LC2505 收 70540 元/吨，较前一交易日收盘上涨 0.92%。碳酸锂现货报 价松动，低位波动，电池级碳酸锂现货成交均价较前一交易 日上涨 350 元/吨。 有色网数据显示，3 月 28 日当周碳酸锂的周度产量为 17318 吨，环比前一周减少 3.50%，周度产量环比下滑，但 仍处于历史绝对高位；截至 3 月 14 日当周碳酸锂周度库存 为 127910 吨，环比增加 1.20%，同时磷酸铁锂电池周产量为 14.48GWh，环比增加 6.94%。 据乘联会数据，3 月 1-31 日，新能源车市场零售同比增 长 39%，环比增长 44%。全国乘用车厂商新能源批发同比去 年同期增长 40%，环比增长 36%。 上周碳酸锂周度产量继续下滑，但是仍旧处于高位，下 游终端周度产量持续有所回升，但是全市场仍旧面临着较大 的库存压力，同时此次碳酸锂新仓单的注册速度缓慢，流通 市场压力再度加大。 期货方面，昨日碳酸 ...

能源化工 乙二醇日报 通惠期货研发产品系列 2025 年 4 月 11 日 星期五 乙二醇需求继续受悲观预期冲击，关注关税具体落地情况 一、日度市场总结 李英杰 从业编号：F03115367 投资咨询：Z0019145 手机：18516056442 liyingjie@thqh.com.cn www.thqh.com.cn 昨日，乙二醇华东现货价格 4345 元/吨，较前一日上涨 205 元/吨。主力合约收盘 4271 元/吨，较前一交易上涨 5.22%。基差 为-181 元/吨。 成本端，特朗普关税政策反复引发国际油价大幅波动。WTI原 油主力收59.79美元/桶，布油收63.40美元/桶。供给端，内蒙古 中化学30万吨装置重启推迟至4月中旬，此前该装置于3月23日附 近停车。上海石化38万吨装置预计4月底重启，此前主产环氧。新 疆一套40万吨装置因故于3月20日停车，初步预计7月份重启。沙 特一套55万吨装置近期重启，此前于2月份停车检修。沙特一套70 万吨装置计划于4月中前后开始停车检修，预计检修两个月左右。 上海石化38万吨产能预计4月份重启，镇海炼化原计划3月底重启， 现推迟至年底，内蒙兖矿40万吨 ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The current production of lithium carbonate remains at a high level, and although the futures price of lithium carbonate is relatively strong compared to the entire capital market, the slight decline in the futures price still strengthens the price difference of lithium carbonate, suppressing the enthusiasm for delivering new lithium carbonate goods for warehousing. The growth rate of new warehouse receipts registration is poor. Although downstream demand is strong, there is a lack of marginal increase. Overall, the supply - demand fundamentals are still dominated by excess supply pressure, and the situation of the futures price under pressure remains unchanged. However, attention can be paid to the repair path of the basis [4]. 3. Summary by Related Catalogs 3.1 Weekly Report Summary - **Fundamentals**: - Lithium ore: The demand for domestic high - priced ore is affected by a wait - and - see attitude. Tariff factors have hit the demand expectation of lithium carbonate, and the demand for high - priced mica ore has been greatly affected [3]. - Lithium salt: The growth rate of warehouse receipts has slowed down, and the pressure of circulating inventory has increased. After the centralized cancellation of lithium carbonate futures warehouse receipts at the beginning of the month, the growth rate of new warehouse receipts is significantly slower than in previous periods. The high basis still significantly inhibits the enthusiasm for warehousing. The production in March reached a record high, and it is expected to remain at a high level in April, and the supply pressure in the spot market is expected to remain [3]. - Cathode materials and lithium batteries: Exports hit ternary lithium more than lithium iron phosphate. The production schedule of domestic lithium iron phosphate is stable, and the expected impact of tariffs on the demand for ternary lithium materials is stronger than that for lithium iron phosphate [3]. - **Market summary**: The supply - demand fundamentals are still dominated by excess supply pressure, and the futures price is under pressure, but attention can be paid to the repair path of the basis [4]. 3.2 Supply - Demand Balance Sheet - **Lithium carbonate balance sheet**: It shows the supply, demand, import, export, inventory change, cumulative balance, sample inventory, and sample change of lithium carbonate from March 2023 to March 2025, indicating that the supply - demand relationship is in a delicate balance [6][8]. - **Lithium hydroxide balance sheet**: It presents the supply, demand, import, export, inventory change, and cumulative balance of lithium hydroxide from March 2023 to March 2025 [9][11]. 3.3 Upstream Ore Supply and Demand and Price - **Lithium spodumene import**: It provides data on the import volume and average import price of lithium concentrate from different countries (Australia, Brazil) from February 2022 to February 2025 [13][17]. - **Chinese lithium ore**: The wait - and - see attitude has hit high - priced domestic ore. It includes data on domestic lithium ore production, weekly inventory, and market prices of lithium concentrate [18][22]. 3.4 Lithium Salt Supply and Demand and Price - **Lithium salt spot and futures prices**: The price of lithium salt fluctuates narrowly around 75,000 yuan. It provides the market prices of battery - grade and industrial - grade lithium carbonate, lithium hydroxide, and their price differences from February 2025 to April 2025, as well as data on the futures closing price and basis of lithium carbonate [24][29]. - **Production cost and profit**: The profit of high - grade lithium mica has been significantly repaired. It shows the production costs and profits of lithium carbonate produced from lithium spodumene, low - grade mica, and high - grade mica from September 2024 to April 2025 [35][39]. - **Lithium carbonate production**: It provides data on the weekly and monthly production of lithium carbonate from 2022 to 2025, including production by grade and raw material [40][49]. - **Operating rate**: It shows an upward trend seasonally. It provides data on the operating rates of lithium salt, lithium carbonate (overall and by raw material), and lithium hydroxide from 2022 to 2025 [50][54]. - **Monthly import volume of lithium carbonate**: It provides data on the total import volume of lithium carbonate and the import volumes from Argentina and Chile from March 2022 to February 2025 [55][59]. - **Lithium carbonate inventory**: Attention should be paid to the growth rate of new warehouse receipts registration. It includes data on downstream and smelter inventories, weekly inventories, and the number of futures registered warehouse receipts of lithium carbonate [60][64]. 3.5 Lithium Salt Downstream Production and Demand - **Lithium iron phosphate**: The operating rate remains at a high level. It provides data on the production and operating rate of lithium iron phosphate from 2019 to March 2025 [66][70]. - **Ternary materials**: It provides data on the total production, operating rate, import and export volume of ternary materials from 2019 to March 2025 [71][81]. - **New energy vehicle production and sales**: It includes data on the weekly production of batteries (lithium iron phosphate and ternary lithium), the production of new energy vehicles (pure electric and plug - in hybrid), and the inventory warning index of automobile dealers from 2021 to March 2025 [82][86]. - **Lithium battery import and export volume**: It provides data on the import, export, net export, and net export growth rate of lithium - ion batteries from October 2022 to February 2025 [88][91].

【价格】本周国际原油市场在宏观政策博弈加剧的背景下开启史诗级下跌。期初美国公布所谓的"对等关税"政策大幅超出市场预 期，次日中国强硬宣布对美国商品对等加征34%关税作为反击，市场对贸易战及经济衰退的担忧加剧，WTI与布伦特原油两日均暴跌 近7%，清明节后首个工作日SC原油跌停，报510.1元/桶。对此，特朗普9日回应称如果中国不能撤回34%的关税，将对中国再加征50% 的关税，油价随即开启了新一轮探底，SC原油主力合约再度触及447.9元/桶跌停价格，WTI触及56.7美元/桶，为2021年2月以来的最 低水平。10日，特朗普暂停了对多国关税暂停加征，但对中国税率已加征到125%，油价得以大幅反弹。 【供应】OPEC+的超预期增产政策成为油价下跌的催化剂，此前该组织计划自4月起每月仅增产13.8万桶/日，而在4月3日的OPEC+最 新声明中宣布，5月起将原油日产量提高至41.1万桶/日，增幅达原计划的三倍。该决策大幅增产加剧了原油市场供应端过剩的担忧， 助推油价大幅下挫。 【需求】北半球尚处季节性需求淡季，4月原油消费呈现"全球性收缩、区域性分化"特征。短期贸易战冲击与中长期能源转型共振， 在需求端形成"双杀 ...

1. Report Industry Investment Rating No information provided in the report regarding the industry investment rating. 2. Core View of the Report - In the short term, major negative news such as the implementation of the US "reciprocal tariff", China's strong response, and OPEC+'s unexpected production increase have severely hit the international capital market, leading to a rare capital selling spree and panic in the market. There are no signs of improvement in market sentiment, and there is a possibility of further decline in risk assets [4]. - In the long - term, although the fundamentals of crude oil remain in a pattern of loose supply and demand, the current sharp decline seems too rapid [4]. 3. Summary by Relevant Catalogs 3.1. Daily Market Summary - Trump plans to impose an additional 50% tariff on China if China does not withdraw its 34% tariff by April 8, 2025. China's Ministry of Commerce has strongly responded, stating that it will take counter - measures if the US persists [2]. - On April 7, the SC main contract on the domestic market hit the daily limit down by 7.02%, closing at 510.1 yuan/barrel, and closed at 477.4 yuan/barrel at night. On the international market, WTI closed down 1.03 dollars/barrel at 60.96 dollars/barrel, and Brent closed down 1.22 dollars/barrel at 64.36 dollars/barrel [2]. - The market is trading around Trump's tariff policy. A false news of a 90 - day tariff suspension led to a sharp rebound in the stock market and oil prices, but they later gave up most of the gains. The EU has proposed a "zero - tariff" agreement and announced phased counter - measures. Geopolitically, the Houthi attack on US warships and the US retaliatory air - strike on Yemen did not improve market sentiment [3]. - On the supply side, OPEC+ will increase production by 411,000 barrels per day in May, three times the expected monthly increase, accelerating the decline in oil prices. On the demand side, the global trade war risk has weakened the expected demand for crude oil. The US commercial crude oil inventory increased by 6.165 million barrels in the week ending March 28 [3]. 3.2. Fuel Oil - On April 7, FU closed at 3057 yuan/ton, LU at 3497 yuan/ton, and NYMEX fuel oil at 207.6 cents/gallon. Fuel oil and low - sulfur fuel oil are dragged down by the cost side. The supply of Russian and Iranian fuel oil is restricted by international trade, but if the geopolitical situation changes, the export channels may reopen. The high - sulfur variety has strong support, but its upward space is restricted. The low - sulfur variety is not significantly pressured due to the release of refining capacity in China [5]. 3.3. Industrial Chain Price Monitoring Crude Oil - From April 3 to April 7, 2025, most crude oil futures and spot prices declined. For example, SC futures price dropped by 5.89%, WTI by 8.51%, and Brent by 7.81%. Some spot prices like Oman and Dubai dropped by about 14%. Price spreads such as SC - Brent, SC - WTI, and Brent - WTI increased. The US dollar index rose by 1.48%, while the S&P 500 and DAX index declined. The US commercial crude oil inventory increased by 1.42% from March 21 to March 28 [7]. Fuel Oil - From April 3 to April 7, 2025, fuel oil futures and spot prices mostly declined. For example, FU futures price dropped by 7.14%, LU by 6.27%, and NYMEX fuel oil by 4.80%. Some spot prices such as IFO380 in Singapore and Rotterdam also decreased. The inventory of Singapore fuel oil decreased by 2.47% from March 21 to March 28 [9]. 3.4. Industrial Dynamics and Interpretation Inner - market Price - On April 7, the SC main contract hit the daily limit down by 7.02%, closing at 510.1 yuan/barrel, and closed at 477.4 yuan/barrel at night. The spot price of Shengli crude oil decreased by 12.81% to 59.88 dollars/barrel [10]. Outer - market Price - On April 7, WTI closed down 1.03 dollars/barrel at 60.96 dollars/barrel, and Brent closed down 1.22 dollars/barrel at 64.36 dollars/barrel. The spot price of Brent crude oil decreased by 8.24% to 66.67 dollars/barrel, and other global crude oil spot prices dropped by about 14% [11]. Macro - aspect - The market is trading around Trump's tariff policy. A false news of tariff suspension led to a short - term rebound in the stock market and oil prices. The trade war is intensifying, with the EU proposing a "zero - tariff" agreement and counter - measures. Trump's tariff policy may lead to a tariff rate of nearly 104% between China and the US [12]. Supply - OPEC+ will increase production by 411,000 barrels per day in May, three times the expected increase, accelerating the decline in oil prices. A Russian court's ruling may prevent a decline in Kazakhstan's oil exports [14]. Demand - If China's counter - measures are implemented, it may stop importing crude oil from the US. In 2024, China imported 9.63 million tons of crude oil from the US, accounting for about 1.7% of its total imports. Tariffs have limited impact on China's overall crude oil imports but may affect trade flows [15]. Inventory - In the week ending March 28, the US EIA commercial crude oil inventory increased by 6.165 million barrels, strategic crude oil inventory increased by 285,000 barrels, oil production increased by 6,000 barrels per day to 13.58 million barrels per day, refinery operating rate decreased by 1% to 86%, gasoline inventory decreased by 1.551 million barrels, heating oil inventory increased by 209,000 barrels, and refined oil inventory increased by 264,000 barrels [16]. Market Information - US Energy Secretary Wright will visit the UAE, Saudi Arabia, and Qatar. Trump said the US will have direct negotiations with Iran, and indirect high - level talks will be held in Oman on April 12. Trump is not satisfied with Russia's attacks on Ukraine and demands fair and reciprocal trade with the EU [17]. 3.5. Industrial Chain Data Charts The report provides multiple data charts, including the prices and spreads of WTI and Brent contracts, US crude oil production, OPEC crude oil production, oil rig numbers in different regions, refinery operating rates, and fuel oil prices and inventories, which visually show the historical trends and current situations of relevant data [18][21][23]

能源化工 乙二醇日报 通惠期货研发产品系列 2025 年 4 月 8 日 星期二 关税博弈持续&市场情绪难修复，乙二醇短线维持低位震荡 一、日度市场总结 李英杰 从业编号：F03115367 投资咨询：Z0019145 手机：18516056442 liyingjie@thqh.com.cn www.thqh.com.cn 昨日，乙二醇华东现货价格 4270 元/吨，较前一日下跌 210 元/吨。主力合约收盘 4210 元/吨，较前一交易下跌 5.16%。基差 为 100 元/吨。 成本端，特朗普关税政策落地引发国际油价大幅下跌。WTI原 油主力收60.96元/桶，布油收64.36美元/桶。供给端，内蒙古中 化学30万吨装置重启推迟至4月中旬，此前该装置于3月23日附近 停车。上海石化38万吨装置预计4月底重启，此前主产环氧。新疆 一套40万吨装置因故于3月20日停车，初步预计7月份重启。沙特 一套55万吨装置近期重启，此前于2月份停车检修。沙特一套70万 吨装置计划于4月中前后开始停车检修，预计检修两个月左右。上 海石化38万吨产能预计4月份重启，镇海炼化原计划3月底重启， 现推迟至年底，内蒙兖矿40万吨计 ...

Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints of the Report - Trump's tariff policy leads to a sharp decline in international oil prices, and the possibility of trade - war escalation due to tariff issues will continue to impact the commodity market. The overall valuation of PX and PTA has declined, and the negative feedback in the industrial chain may continue to play a role. The short - term industry situation of polyester is severe, and it is necessary to pay attention to the internal structural opportunities in the industrial chain and the tariff negotiation trends of various countries [2][3][4] Group 3: Summary of Each Section in the Report 1. Daily Market Summary PX & PTA - PX main contract PX2505 closed at 6392 yuan/ton, down 5.89% from the previous trading day, with a basis of 71 yuan/ton. PTA main contract PTA2505 closed at 4550 yuan/ton, down 5.25% from the previous trading day, with a basis of 0 yuan/ton [1] - Cost - end: Trump's tariff policy led to a sharp decline in international oil prices. WTI crude oil main contract closed at 60.96 dollars/barrel, and Brent oil closed at 64.36 dollars/barrel. Supply - end: Multiple PX and PTA plants have maintenance plans, with PX domestic device operating rate at 77.8% and Asian operating rate at 72.5%, and PTA operating rate around 86.1%. Polyester operating rate is around 93.2%. Demand - end: The total transaction volume of Light Textile City is 750 million meters, and the 15 - day average transaction is 863.87 million meters [2] Polyester - The short - fiber main contract PF2505 closed at 6154 yuan/ton, down 5.06% from the previous trading day. The mainstream price in the East China market is 6560 yuan/ton, down 130 yuan/ton from the previous day, with a basis of 306 yuan/ton. Some short - fiber production capacities have reduction plans, and the supply - end pressure is expected to be greatly reduced. The restart of bottle - chip maintenance devices has increased the operating rate by 2.88% to 75.26%, and the supply - end is under pressure [4] 2. Industrial Chain Data Monitoring - The prices of PX, PTA, and short - fiber futures and some spot prices have declined to varying degrees, and there are also corresponding changes in trading volume, open interest, basis, and other indicators. The prices of some products in the industrial chain such as Brent oil, US crude oil, and ethylene glycol have also changed, and the processing spreads of some products have increased significantly [6][7] 3. Industrial Dynamics Macro Dynamics - The US consumer confidence index dropped to the lowest in more than four years in March. China has launched a series of counter - measures against the US "reciprocal tariff" policy, including imposing a 34% tariff on all US products and implementing export controls on some rare earths [9] Industry Dynamics - Toray announced that it will stop producing PTA in Japan in 2026 and will turn to external procurement [10] 4. Industrial Chain Data Charts - The report provides multiple charts related to the industrial chain, including PX and PTA futures and basis, spot prices, operating rates, monthly spreads, processing fees, production benefits, load rates, trading volume, and inventory days [12][14][15]

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - On April 7th, the lithium carbonate futures fluctuated continuously. The main contract LC2505 closed at 71,060 yuan/ton, down 2.87% from the previous trading day's close. The spot price of lithium carbonate continued to fluctuate within a narrow range, with the average transaction price of battery - grade lithium carbonate down 1,300 yuan/ton from the previous trading day [1]. - Last week, the weekly production of lithium carbonate continued to decline but remained at a high level. The weekly production of downstream terminals continued to recover, but the entire market still faced significant inventory pressure. Meanwhile, the registration speed of new lithium carbonate warehouse receipts was slow, increasing the pressure on the circulation market [1]. - In the futures market, affected by tariff factors, the LC2505 contract of lithium carbonate futures tested the 70,000 - yuan integer mark and then rebounded, remaining relatively strong in the overall market. The cost support at the lower level was tested periodically [2]. 3. Summary by Directory 3.1 Daily Market Summary - On April 7th, the main contract LC2505 of lithium carbonate futures closed at 71,060 yuan/ton, down 2.87% from the previous trading day. The average transaction price of battery - grade lithium carbonate in the spot market was down 1,300 yuan/ton from the previous day [1]. - From March 28th, the weekly production of lithium carbonate was 17,318 tons, a 3.50% decrease from the previous week. As of March 14th, the weekly inventory of lithium carbonate was 127,910 tons, a 1.20% increase. The weekly production of lithium iron phosphate batteries was 14.48 GWh, a 6.94% increase [1]. - From March 1st - 31st, the retail sales of the new - energy vehicle market increased by 39% year - on - year and 44% month - on - month. The wholesale of new - energy vehicles by national passenger car manufacturers increased by 40% year - on - year and 36% month - on - month [1]. 3.2 Lithium Carbonate Price Monitoring | Indicator | April 3rd | April 7th | Change | Change Rate | | --- | --- | --- | --- | --- | | Lithium carbonate main contract price (yuan/ton) | 73,160 | 71,060 | - 2,100 | - 2.87% | | Basis (yuan/ton) | 940 | 2,740 | 1,800 | - | | Main monthly spread (05 - 07) (yuan/ton) | - 300 | - 220 | 80 | - | | Cancellation monthly spread (07 - 08) (yuan/ton) | - 1,320 | - 1,060 | 260 | - | | Main contract positions (lots) | 199,448 | 179,831 | - 19,617 | - 9.84% | | Main contract trading volume (lots) | 81,717 | 154,107 | 72,390 | 88.59% | | Lithium carbonate futures warehouse receipts (sheets) | 24,603 | 27,023 | 2,420 | 9.84% | [3] 3.3 Industry Dynamics and Interpretation - **Spot market quotation**: On April 7th, the spot price of battery - grade lithium carbonate was 71,000 - 74,200 yuan/ton, with an average price of 72,600 yuan/ton, down 1,300 yuan/ton from the previous day [7]. - **Downstream consumption situation**: From March 1st - 31st, the retail sales of the national passenger car new - energy market were 988,000 vehicles, a 39% year - on - year increase and a 44% month - on - month increase. The cumulative retail sales this year were 2.414 million vehicles, a 37% year - on - year increase. The wholesale of national passenger car manufacturers was 1.13 million vehicles, a 40% year - on - year increase and a 36% month - on - month increase. The cumulative wholesale this year was 2.849 million vehicles, a 44% year - on - year increase [8]. - **Industry news**: - On March 26th, local time, US President Trump signed an executive order to impose a 25% tariff on all imported cars, effective April 2nd [9]. - On March 20th, Tianhua New Energy announced that its subsidiary obtained a mining license for a ceramic clay (lithium - containing) mine with an annual production scale of 9 million tons [10]. - On February 26th, South African mining giant Sibanye Stillwater terminated its lithium mine development project in Nevada, USA [10]. - China discovered a 2,800 - kilometer - long world - class spodumene - type lithium metallogenic belt, which is expected to increase China's lithium reserves from 6% to 16.5% of the global total [10]. - Keliyuan's Yichun lithium mine completed expansion and换证, with the mining and beneficiation scale increasing from 50,000 tons/year to 400,000 tons/year [11]. - Recently, relevant departments issued a notice to promote the use of new - energy vehicles in central and state - owned agencies [11]. 3.4 Industrial Chain Data Charts The report provides multiple data charts, including the main contract and basis of lithium carbonate futures, the prices of battery - grade and industrial - grade lithium carbonate, the monthly spreads of lithium carbonate futures main contracts, the prices of lithium concentrates, the prices of lithium hexafluorophosphate and electrolytes, etc. These charts visually display the price trends, production, inventory, and other data of lithium carbonate and related products in the industry [12][19][21]