Group 1 - The core viewpoint of the articles highlights a significant surge in the lithium carbonate futures market, with the main contract surpassing 137,000 yuan/ton, marking an increase of approximately 10,000 yuan/ton from the previous trading day [1] - On the spot market, the price for battery-grade lithium carbonate (99.5%) settled at 127,000 yuan/ton, up by 5,000 yuan from the previous working day, while battery-grade lithium hydroxide (56.5% coarse particles) also increased by 5,000 yuan to 103,000 yuan/ton [2] - Supply constraints are expected to intensify due to multiple factors, including limited domestic mining capacity and stricter environmental regulations, leading to a decrease in operational rates for local enterprises [2] Group 2 - The analysis indicates that the shutdown of the Jiangxi Yichun lithium mica mining rights and the production halt at Ningde Times' (300750) mining site due to licensing issues will reduce lithium carbonate supply by approximately 0.8-1 million tons per month [2] - Demand analysis suggests that while there is a month-on-month decline in demand for January 2026, it is better than previous market expectations, with strong overall demand maintained despite some production adjustments in the positive electrode segment [2] - The outlook for the lithium carbonate market remains optimistic, with expectations of a long-term upward shift in price levels, driven by fundamental market conditions rather than short-term market sentiment [2]
碳酸锂期货再创新高 主力合约突破137000元大关
Jin Tou Wang·2026-01-06 06:03