碳酸锂价格再创历史新低 6.5万关口告破！谁在恐慌抛货？

Group 1 - The core viewpoint of the articles indicates a significant decline in lithium carbonate futures prices, with the main contract falling below 65,000 yuan per ton, reaching a historical low, driven by a combination of factors including weak demand and oversupply in the market [1][2] - The spot prices for lithium carbonate have dropped across the board, with battery-grade lithium carbonate reported at 65,350 yuan per ton, down 600 yuan in a single day, and industrial-grade lithium carbonate at 64,100 yuan per ton, reflecting a broader downward trend in the industry [1] - The cost side is collapsing, as major domestic and international mines have not seen further production cuts, and first-quarter financial reports indicate a decline in costs, allowing for further price reductions in lithium salts [1][2] Group 2 - The supply-demand imbalance is deepening, with expectations of a month-on-month increase in domestic lithium carbonate production in May, while high inventory levels are suppressing price rebound potential [2] - The industry is undergoing a significant reshuffle, with prices below 70,000 yuan impacting the cost lines of many companies, leading to a focus on cash flow management and resource control as key survival strategies [2] - The technical outlook remains bearish, with price movements following a downward channel, and multiple institutions agree that under the pressures of collapsing costs, increased supply, and weak demand, lithium carbonate prices are likely to remain under pressure [2]