期货收评：碳酸锂涨7%沪银涨2%，沪金、苹果、氧化铝、纸浆涨1%；玻璃跌3%，集运欧线、沥青、焦炭、鸡蛋跌1%

Group 1 - The core viewpoint indicates that lithium prices have surged significantly, driven by unexpected demand in energy storage, with a daily increase exceeding 6% [1] - The market anticipates that the rapid resumption of mining rights at Jiangxiawo is unlikely in the short term, leading to bullish expectations and a return to strong demand realities [2] - The overall production of lithium iron phosphate is expected to maintain a month-on-month increase, with the industry operating at higher rates, supported by optimistic storage demand forecasts for 2026 [2] Group 2 - On November 10, domestic futures contracts showed mixed results, with lithium carbonate rising over 7%, while glass prices fell nearly 3% [3] - The supply-demand balance has shifted to a tight situation, with expected shortages of approximately 1wt in November and December, influenced by the resumption pace at Jiangxiawo [4] - It is anticipated that lithium prices will remain strong until the end of the year due to funding and strong demand, although future highs may be limited if actual demand does not meet expectations [4]