Core Viewpoint - The domestic futures market for non-ferrous metals shows mixed performance, with lithium carbonate futures experiencing a significant decline of 2.64%, settling at 72,220.0 CNY/ton [1] Supply Summary - In August, Chile's lithium carbonate exports totaled 16,900 tons, a month-on-month decrease of 19.2% but a year-on-year increase of 4.9% [1] - Exports to China accounted for 13,000 tons, reflecting a month-on-month decrease of 4.8% and a year-on-year increase of 6.9% [1] - Despite production disruptions from Jiangxi's mica mines, the market maintains expectations of ample future supply due to lithium extraction from salt lakes and imported spodumene [1] Demand Summary - The traditional consumption peak season, referred to as "Golden September and Silver October," is approaching, leading to an increase in power demand and sustained high levels of energy storage demand [1] - Production remains stable among leading companies in the downstream cathode materials sector [1] Market Outlook - According to Everbright Futures, potential supply disruptions still exist, keeping lithium prices relatively firm, while demand remains robust, suggesting limited downside potential and a wide range of price fluctuations in the future [1]
市场对远期供应宽松预期不变 碳酸锂期价连续调整
Jin Tou Wang·2025-09-03 07:09