Core Viewpoint - As of October 9, the spot price of battery-grade lithium carbonate remains stable, while futures continue to fluctuate, indicating a cautious market outlook amid increasing supply and strong demand in both the power and energy storage sectors [1] Supply Summary - The battery-grade lithium carbonate index price is 73,446 yuan/ton, down by 42 yuan/ton compared to the previous day [1] - The average price for battery-grade lithium carbonate is 73,550 yuan/ton, and for industrial-grade lithium carbonate, it is 71,300 yuan/ton, both unchanged from the previous working day [1] - New production lines for spodumene and salt lake lithium are coming online, suggesting an increase in total lithium carbonate production in October [1] Demand Summary - The demand in the power market is driven by an increase in new energy vehicle sales, while the energy storage market is experiencing robust supply and demand [1] - Despite an increase in supply in October, strong demand from both the power and energy storage sectors is expected to lead to significant inventory reductions, potentially resulting in a temporary supply tightness [1]
碳酸锂:10月9日现货持稳,预计供应偏紧
Sou Hu Cai Jing·2025-10-09 09:58