盘中突然拉升，碳酸锂交易逻辑有变?

Group 1 - The core viewpoint of the articles indicates that lithium carbonate futures are experiencing a volatile upward trend, supported by strong supply and demand fundamentals, with the main contract LC2605 closing at 95,980 yuan/ton, up 2.56% [1] - Analysts believe that while the supply-demand balance remains tight, the momentum is showing signs of marginal weakening due to seasonal demand shifts, leading to a market characterized by potential fluctuations [1][2] - In November, China's lithium carbonate production saw a significant year-on-year increase of 49%, reaching a historical high, with expectations for continued high output in December as new projects come online [1] Group 2 - Demand for new energy vehicles is increasing, with inventory levels rising significantly; as of the end of October, the inventory of new energy vehicles reached 730,000 units, an increase of 110,000 units month-on-month [2] - Despite a reduction in lithium carbonate inventory, the pace of depletion has slowed, with weekly inventory reported at approximately 114,000 tons, down about 2,366 tons week-on-week [2] - Industry experts are cautious about the market outlook, focusing on the recovery progress of major manufacturers and the sustainability of demand during the off-season, particularly the uncertainty surrounding the resumption of operations at the Ningde Times lithium mine [3]