去库格局有望延续 碳酸锂期货高位震荡

Group 1 - The core viewpoint of the news is that the domestic futures market for non-ferrous metals is showing mixed performance, with lithium carbonate futures experiencing a significant increase of 4.42%, reaching 118,940.0 yuan/ton [1][2] Group 2 - The Guangxi Futures Exchange announced the addition of designated delivery warehouses for lithium carbonate and polysilicon futures, increasing the maximum volume of standard warehouse receipts for lithium carbonate and polysilicon [2] - From the supply side, Southwest Futures indicated that lithium carbonate production remains high, reflecting significant elasticity in lithium resources, which supports profitability and production enthusiasm in the supply chain [2] Group 3 - On the demand side, Ruida Futures analyzed that the robust performance of the new energy vehicle and energy storage markets provides consumption support for downstream material manufacturers, suggesting that lithium carbonate demand may remain stable at high levels [2] Group 4 - Looking ahead, Jinrui Futures stated that under the premise of no resumption of production at the Jiangxia Wokou site, the destocking pattern is expected to continue, with the fundamentals supporting the current high volatility of lithium prices, particularly monitoring the pressure around 120,000 yuan/ton [2] - As the end of the month approaches, the market is once again speculating on the January downstream production schedule, with preliminary expectations indicating a month-on-month decline of 5-8% [2]