Core Viewpoint - The traditional peak season for lithium carbonate has arrived, leading to improved demand, while attention should be paid to the supply side in the future [1] Group 1: Market Performance - On September 4, the main contract for lithium carbonate in the domestic futures market rebounded, closing up 1.05% at 73,420 yuan/ton [1] - The contract had previously dropped to a low of 71,120 yuan/ton, representing a decline of approximately 20% from the high of 90,100 yuan/ton two weeks prior [1] Group 2: Supply and Demand Dynamics - The current fundamentals for lithium carbonate are clear, with major resource companies halting production, leading to a tightening supply-demand balance [1] - This tightening is providing price support at the bottom, and any further production cuts in the future will enhance this support [1]
分析人士：传统旺季已至，碳酸锂需求端向好，后市仍需关注供给端
Zheng Quan Shi Bao Wang·2025-09-04 23:42