大涨“有锂” 托关系都难拿到货！

Group 1 - Lithium carbonate futures surged by 7.74% on January 5, closing at 129,980 yuan/ton, with spot prices also reaching a new high of 124,350 yuan/ton, up 7,100 yuan from the previous day [2][3] - The increase in lithium carbonate prices is attributed to strong demand and supply constraints, with a shift from oversupply to a tight balance in the market [4][5] - Inventory levels of lithium carbonate have been declining for 19 consecutive weeks, indicating a tight supply situation [5] Group 2 - Predictions indicate that domestic lithium carbonate supply will increase by nearly 59% in 2026 due to the ramp-up of production from salt lakes and the resumption of operations at lithium mica mines in Jiangxi [5] - Global lithium carbonate demand is expected to reach 202,000 tons in 2026, with a significant increase in demand from energy storage applications, which is projected to grow by 60% [6] - The ongoing demand for energy storage is crucial for the lithium carbonate industry, with nearly 50% of sales now directed towards energy storage customers [6] Group 3 - Companies are increasingly pursuing mergers and acquisitions in the lithium sector, with notable transactions including Hualian Holdings acquiring overseas salt lake assets and Salt Lake Co. investing over 4.6 billion yuan to acquire a 51% stake in Minmetals Salt Lake [6][7] - Salt Lake Co. is expected to increase its lithium carbonate production capacity to 9.5 tons per year following the acquisition of Minmetals Salt Lake, further solidifying its position as an industry leader [7]