Core Insights - As of October 10, 2025, the main contract for lithium carbonate futures closed at 72,740 CNY/ton, with a weekly decline of 0.55% and a reduction in open interest by 10,045 contracts [1][2] - In September 2025, Chile exported 15,900 tons of lithium carbonate, reflecting a year-on-year decrease of 13% and a month-on-month decrease of 6%, while the export average price was 8,704 USD/ton, showing a year-on-year increase of 15% [2] Market Overview - The lithium carbonate futures market opened at 73,200 CNY/ton during the week of October 9-10, reaching a high of 75,200 CNY/ton and a low of 72,600 CNY/ton, with a weekly change of -0.55% [1] - As of October 10, the price of battery-grade lithium carbonate remained stable at 73,250 CNY/ton [2] Institutional Perspectives - COFCO Futures noted that the Yichun 930 incident is reshaping the lithium mica supply landscape and market expectations for lithium carbonate. The eight involved mining companies submitted reserve reports by September 30, and it is believed that other companies may not need to halt production during the subsequent procedures, although there remains a risk of production suspension during the "ceramic soil certificate" transition period [4] - Donghai Futures highlighted that both supply and demand for lithium carbonate are increasing, with strong seasonal demand and a slight reduction in social inventory. The market fundamentals are improving, indicating limited downside potential [4]
储能需求预期爆发 碳酸锂期货下方空间或有限
Jin Tou Wang·2025-10-13 01:00