短期情绪亢奋 预计碳酸锂期货以偏强震荡运行为主
Jin Tou Wang·2025-11-26 06:08

Core Viewpoint - The domestic futures market for non-ferrous metals is showing a predominantly positive trend, particularly in lithium carbonate futures, which are experiencing a strong upward movement despite some volatility in prices [1] Group 1: Market Performance - Lithium carbonate futures opened at 97,740.0 yuan/ton, with intraday fluctuations reaching a high of 99,880.0 yuan and a low of 95,860.0 yuan, reflecting an increase of approximately 1.56% [1] - The current market trend for lithium carbonate is characterized by a strong upward movement, indicating robust performance [1] Group 2: Institutional Insights - Chaos Tiancheng Futures indicates that high lithium battery demand and stable supply are maintaining a destocking trend, leading to a quick price increase after a brief consolidation, although market volatility remains a concern [1] - Galaxy Futures notes stable shipments of Australian lithium concentrate and optimistic outlooks from leading companies for next year, with December production data exceeding expectations, suggesting limited downside potential for prices [1] - Zhongtai Futures highlights marginal weakening in the recent fundamentals, but maintains that long-term lithium demand remains strong, providing significant price support, with increased market enthusiasm and capital inflow [1]

短期情绪亢奋 预计碳酸锂期货以偏强震荡运行为主 - Reportify