Jin Rong Jie·2025-12-26 12:08Price Tracking - The battery-grade lithium carbonate index price is 111,682 CNY/ton, an increase of 6,544 CNY/ton compared to the previous working day [1] - The average price of battery-grade lithium carbonate is 111,900 CNY/ton, with a rise of 7,000 CNY/ton from the previous working day [1] - Industrial-grade lithium carbonate averages 109,250 CNY/ton, also up by 7,000 CNY/ton from the previous working day [1] - Upstream lithium salt manufacturers are primarily focused on fulfilling long-term contract orders, with limited spot transactions [1] - Downstream material manufacturers are cautious about the rapid price increase, primarily purchasing based on long-term contracts and customer supply [1] - Some companies are forced to accept high-priced sources to maintain production due to urgent demand, which continues to push the current spot price upward [1] Industry News - The National Development and Reform Commission emphasizes the importance of regulating order and leading innovation in the "new three" industries, including new energy vehicles, lithium batteries, and photovoltaics [2] - According to GGII, there are over 282 publicly announced investment projects in China's lithium battery industry chain by 2025, with a total investment exceeding 820 billion CNY, a year-on-year increase of over 74% [2] - Policies related to the recycling and comprehensive utilization of used power batteries are expected to be introduced soon [2] - A document regarding the adjustment of lithium salt spot settlement prices has circulated in the industry, indicating that from January 1, 2026, Tianqi Lithium's spot trading settlement prices will no longer reference existing standards but will instead refer to Mysteel's battery-grade lithium salt prices or the main contract prices of lithium carbonate futures [2] - Tibet Mining stated that its lithium carbonate sales prices are based on the Shanghai Nonferrous Metals Network prices, and the company will enhance market analysis to ensure stable operations [2] - Yihada reported that its sales in the lithium battery industry accounted for approximately 22% in the first three quarters of 2025, a year-on-year increase of 52% [3] - LG Energy Solution announced that Freudenberg Battery Power Systems has canceled a 3.9 trillion KRW electric vehicle battery supply contract scheduled for 2024 [3]