Group 1 - The recent surge in lithium carbonate prices is attributed to increased demand and supply-side constraints, with futures contracts rising to 72,900 yuan/ton, marking a more than 20% increase over the past month [1] - The average price of battery-grade lithium carbonate reached 69,100 yuan/ton, while industrial-grade lithium carbonate was at 67,500 yuan/ton, both showing an increase of 1,100 yuan/ton from the previous trading day [1] - The price increase is linked to the domestic new energy sector's "anti-involution" measures, with several mining companies undergoing rectifications and production halts, leading to expectations of supply contraction [2] Group 2 - The industry is experiencing a shift in purchasing sentiment, with downstream sectors responding to rising lithium carbonate prices, despite July typically being a slow season for the lithium battery industry [3] - Phosphate iron lithium prices have also increased in response to the rise in lithium carbonate prices, indicating a broader impact on the supply chain [3] - Companies are considering increasing production rates if prices stabilize, as current operating rates are low, between 20% and 30% [3] Group 3 - The ongoing price increase has not fundamentally changed the supply-demand relationship, and further monitoring of supply-side adjustments and policy implementations is necessary [2] - There is cautious optimism regarding future price trends, with a consensus on maintaining reasonable profit margins across the industry chain [3] - The high external dependency on lithium resources suggests potential for re-pricing in the future [3]
碳酸锂吨价日涨幅超千元 市场活跃度显著提升
Zheng Quan Shi Bao·2025-07-22 19:05