突破14万元大关！碳酸锂价格6天上涨19％，现货与期货定价趋同

Group 1 - The price of lithium carbonate has surged to over 140,000 yuan per ton, marking a 19% increase from the end of 2025, driven by supply disruptions and explosive downstream demand [2][5] - The current market dynamics show a close correlation between spot and futures prices, with spot prices now largely referencing futures pricing, contributing to rapid price increases [2][6][7] - The recent price increase is attributed to supply disturbances, particularly from the Jiangxiawo mining area, and a significant rise in demand from both the power and energy storage sectors [5][6] Group 2 - The futures market reflects strong short-term trends, with the main contract for lithium carbonate reaching 143,400 yuan per ton, indicating robust market expectations [3][8] - The pricing strategy for lithium carbonate is evolving, with suppliers now offering options that tie pricing to futures rather than traditional methods, enhancing price transmission efficiency [7][8] - There is a notable increase in the production of lithium carbonate, with weekly inventory rising to 110,000 tons, indicating a shift from a depletion to an accumulation phase [6]