Group 1 - The core viewpoint of the articles indicates that the lithium carbonate market is experiencing fluctuations, with prices showing a strong upward trend recently, driven by supply-side disturbances and production capacity adjustments [1][2] - Lithium carbonate futures opened at 88,160.0 yuan/ton, reaching a high of 90,100.0 yuan and a low of 87,720.0 yuan, reflecting a price increase of approximately 5.25% [1] - The supply side remains a critical factor, with expectations of reduced supply from various sources, including domestic mica and salt lakes in Chile, contributing to potential price increases [2] Group 2 - Hualian Futures noted that lithium carbonate production remains stable, with an increase in production capacity utilization among processing enterprises, while the demand from the new energy vehicle sector shows signs of marginal slowdown [1] - Newhu Futures emphasized that the current trading focus is on supply-side disturbances, with expectations of price increases due to potential supply reductions and upcoming seasonal demand [2] - CICC Futures highlighted uncertainties in the market, particularly regarding mining permits and potential production halts, which could lead to significant price volatility in the fourth quarter [2]
宜春时代采矿停工后 短期预计碳酸锂期货易涨难跌
Jin Tou Wang·2025-08-18 06:09