【期货热点追踪】市场真假传闻较多，碳酸锂盘中直线拉涨，价格是否已经止跌？

Group 1: Market Trends - Lithium carbonate main contract hit a historical low of 58,400 yuan/ton but rebounded to 61,640 yuan/ton during the day, closing at 60,700 yuan/ton, a 3.06% increase [1] - The spot price of battery-grade lithium carbonate averaged 59,900 yuan/ton, while industrial-grade averaged 58,300 yuan/ton, with a decrease of 50 yuan/ton [1] - The trading volume of warehouse receipts decreased to 22,375 lots, down 4,404 lots from the previous day, indicating strong buying intent [1] Group 2: Supply and Demand Dynamics - The lithium carbonate market remains in a state of oversupply, with abundant circulating sources and low purchasing willingness from downstream material companies [1][2] - Major lithium salt companies maintain firm pricing due to high long-term contract orders, while smaller companies face price reductions due to inventory pressure [2] - The demand for ternary materials is weak, with companies facing losses due to high costs of raw materials [2] Group 3: Future Price Outlook - New Lake Futures suggests that the recent price rebound is unlikely to be sustained, with overall supply pressure remaining high and no significant demand improvement expected [3] - Jinrui Futures indicates that the expectation of oversupply has not changed, with insufficient upward drivers for prices [4] - Dadi Futures warns that without significant supply disruptions, it is hard to believe lithium prices will stop falling or recover [5][6]