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市场旺季需求仍有表现 碳酸锂期货盘面大幅上涨
Jin Tou Wang·2025-10-27 06:07

Group 1 - The core viewpoint of the articles indicates that the lithium carbonate futures market is experiencing a strong upward trend, with prices fluctuating between 78,000 and 83,000 yuan/ton in the short term [1][2] - The main contract for lithium carbonate opened at 80,000 yuan/ton, reaching a high of 81,620 yuan and a low of 79,580 yuan, with a daily increase of 2.03% [1] - Market inventory has decreased significantly, with total inventory down by 2,200 tons to 132,700 tons, and downstream inventory reduced by 2,000 tons to 58,000 tons, indicating a recovery in market trading [1] Group 2 - According to Guotou Anxin Futures, the rebound in lithium prices is supported by high operating rates of leading cathode material manufacturers and a decrease in market inventory [1] - Jinrui Futures notes that the fundamental recovery and continuous inventory reduction are driving significant price increases, with expectations for prices to remain strong in the near term [1] - Nanhua Futures highlights that increased supply from salt lake production and potential recovery of "Jianxiawo" could lead to a weaker price trend, while demand from lithium battery material companies is expected to grow, providing support for prices [2]