碳酸锂大涨 逼近15万元/吨

Group 1 - The lithium carbonate market remains strong, with the main contract experiencing a jump of nearly 5% on January 8, reaching 146,000 yuan/ton, before settling at a 3.01% increase by 11:00 [1] - Since the beginning of 2026, the main contract for lithium carbonate has shown continuous gains, with a cumulative increase of over 21% year-to-date, making it one of the best-performing commodities [1] - The core factor driving the price increase of lithium carbonate is the tight balance between supply and demand in the energy storage sector [1] Group 2 - Industry leaders, including the chairman of Ganfeng Lithium, have expressed bullish sentiments regarding lithium prices, with predictions of a balanced supply and demand in the global lithium industry by 2026 [1] - Optimistic forecasts from futures institutions suggest that global lithium resource supply may grow to 2.03 million tons LCE by 2026, while demand could rise to 2.14 million tons LCE, resulting in an 110,000-ton demand gap [1] - A meeting held by multiple government agencies on January 7 addressed the need to regulate the competitive order in the power and energy storage battery industry due to irrational competition and blind construction practices [2]