Group 1 - On December 17, lithium carbonate futures on the Guangqi Exchange surged, with the main contract approaching 110,000 yuan/ton [1] - The spot price of domestic battery-grade lithium carbonate (99.5%) rose to 97,100 yuan/ton on December 17, an increase of 1,170 yuan/ton from December 16, and up 62.18% from the year's low [1] - CITIC Securities predicts that overseas lithium mine production will remain flat in Q3 2025, indicating reduced production enthusiasm among overseas mining companies due to low lithium prices earlier in the year [1] Group 2 - Huaxi Securities reports that lithium salt plants are operating at high capacity, with spodumene and salt lake sources being the main supply drivers [2] - Demand in the power battery sector is benefiting from the rapid growth of both commercial and passenger electric vehicles, while the energy storage market continues to show strong supply and demand dynamics [2] - The expectation of inventory reduction supported by demand is likely to stabilize price bottoms, with short-term lithium carbonate prices expected to remain strong [2]
机构：预计短期内碳酸锂价格将保持偏强运行
Zheng Quan Shi Bao Wang·2025-12-18 01:07