碳酸锂期货尾盘加速上涨！盘中一度涨超8%创两年新高

Core Viewpoint - Lithium carbonate futures have surged, reaching a new high for the year, driven by supply-demand dynamics and market sentiment [1][4] Group 1: Price Movement - On December 24, lithium carbonate futures rose sharply, hitting a peak of 127,880 yuan/ton, marking a new high since November 2023 [1] - The price has doubled from a low of 59,000 yuan/ton in June 2023, indicating significant market recovery [1] Group 2: Market Analysis - Analysts attribute the current price increase to delayed production recovery, structural demand support, and positive market sentiment [4] - The supply-demand balance remains tight, providing ongoing support for prices in the short term [4] Group 3: Future Projections - Guotai Junan Securities forecasts that by 2026, the average price of lithium carbonate could reach 150,000 yuan/ton, with potential peaks driven by market sentiment reaching up to 200,000 yuan/ton [4] - The demand for energy storage and power batteries is expected to drive a supply-demand imbalance, particularly with a focus on energy storage needs [4] - Analyst Zhao Xinyi anticipates that lithium prices will trend higher in 2026 compared to 2025, with seasonal fluctuations based on supply and demand cycles [4]