Group 1 - The core viewpoint of the news is that the price of lithium carbonate has surged significantly, with the main contract reaching a record high of 156,060 yuan/ton, marking a 9% increase and breaking the 150,000 yuan threshold for the first time in two years [1] - Since early December, lithium carbonate prices have risen sharply, surpassing multiple key thresholds, and have rebounded over 150% from the low point in June of the previous year [1] - The current average prices for battery-grade and industrial-grade lithium carbonate are reported at 152,000 yuan/ton and 148,500 yuan/ton respectively, reflecting increases of 12,000 yuan and 12,500 yuan, with percentage increases of 8.57% and 8.79% [1] Group 2 - The recent price surge is primarily driven by expectations of increased demand due to adjustments in battery export tax policies, which are anticipated to lead to a rush in exports before the tax rate decreases [2] - Analysts believe that the tiered reduction of export tax rates provides a buffer period for the lithium industry, with expectations of two rounds of export rush before the tax changes take effect [2] - Demand from the new energy commercial vehicle and energy storage sectors has exceeded expectations, shifting industry sentiment from "oversupply" to "tight balance," indicating strong market conditions in the first quarter [2] Group 3 - There are concerns that speculative trading in lithium carbonate prices may lead to a zero-sum game within the industry, causing price distortions and potential overcapacity risks in the long term [3] - Regulatory measures have been implemented to maintain stability in the lithium carbonate futures market, including adjustments to trading fees and limits to mitigate potential risks [3]
突破15万元！碳酸锂期货一字涨停 专家：上行空间尚存
2 1 Shi Ji Jing Ji Bao Dao·2026-01-12 08:45