Group 1 - The domestic futures market for non-ferrous metals showed mixed results, with lithium carbonate futures experiencing a strong upward trend, reaching a peak of 62,540.0 yuan/ton, reflecting a rise of approximately 2.19% [1] - Supply side analysis indicates a weekly production increase of 575 tons to 16,630 tons, while the total supply for May is expected to be lower than anticipated [1] - Demand for lithium carbonate is projected to see a slight increase in May, particularly from ternary and lithium iron phosphate sectors, while inventory levels have risen by 351 tons to 131,920 tons [1] Group 2 - Export data for April shows that lithium carbonate exports reached 734 tons, a month-on-month increase of 233.7%, but downstream replenishment in May has been relatively low, leading to cautious procurement attitudes [1] - The feasibility of joint production cuts or reduced warehouse deliveries for lithium carbonate is considered low due to the diverse raw material sources and significant cost differences [2] - The market is expected to maintain a slight oversupply in May, with attention needed on the digestion of high inventory levels, while new short positions are not recommended due to increased operational difficulty [2]
企业原料库存水平偏低 碳酸锂期货呈震荡上行走势
Jin Tou Wang·2025-05-22 07:07