13亿元涌入，碳酸锂期货再次突破10万元，影响多大？

Group 1 - The core point of the news is the significant increase in lithium carbonate futures prices, which have surpassed 100,000 yuan/ton, reaching a new high since June 2024, driven by strong market demand and historical high trading volumes [1][3][4] - On December 15, the trading volume of lithium carbonate futures reached a historical high, with over 1.3 billion yuan flowing into the market, indicating a strong investor interest [1][6] - The price of battery-grade lithium carbonate (99.5%) rose to a range of 94,000 to 97,800 yuan/ton, while industrial-grade lithium carbonate (99.2%) reached 92,900 to 94,900 yuan/ton, with daily increases of 5.26% and 5.56% respectively [3][4] Group 2 - In November, China's exports of new energy power batteries experienced double-digit growth, with a total export of 32.2 GWh, marking a 14.1% month-on-month increase and a 46.5% year-on-year increase [4] - The cumulative export of power and other batteries from January to November reached 260.3 GWh, reflecting a year-on-year growth of 44.2% [4] - Major lithium iron phosphate manufacturers have begun to issue price increase notices to customers, indicating a trend of rising prices expected to continue into the fourth quarter of next year [4][7] Group 3 - The lithium carbonate market is entering a new phase of cost competition, with a projected global supply of 1.35 million tons and demand of 1.22 million tons in 2024, suggesting a temporary oversupply [3][6] - The social inventory of lithium carbonate has decreased for 13 consecutive weeks, with a total reduction of 22,000 tons, reaching a new low since the futures market was established [6] - Other key raw materials in the new energy battery supply chain, such as sulfur and sulfuric acid, are also experiencing price increases due to supply tightness from maintenance activities in various regions [7]