光大期货1211热点追踪：连涨两天，碳酸锂有“破顶”可能吗？

Group 1 - Lithium carbonate has risen for two consecutive days, with the main contract on December 11 increasing by over 3%, approaching the 100,000 yuan mark [3][8] - The Federal Reserve's interest rate cut has improved macro sentiment, positively impacting the non-ferrous metals sector, while inventory continues to decrease, although the pace of destocking is expected to slow down [3][8] - Current prices for battery-grade lithium carbonate have decreased by 50 yuan/ton to 92,700 yuan/ton, and industrial-grade lithium carbonate has dropped by 100 yuan/ton to 90,250 yuan/ton [3][8] Group 2 - The total inventory days have slightly increased to 27 days due to a marginal weakening in demand, despite ongoing destocking in social inventory [3][8] - There is an expectation of increased global supply, with domestic focus on the resumption of operations in certain mines in Jiangxi, and positive expectations for overseas lithium resource supply [3][8] - If production resumes domestically and internationally, the pace of destocking may face downward pressure, indicating a potential for price corrections [3][8]