碳酸锂价格突破15万元/吨，锂电池“抢货潮”预期高涨

Core Viewpoint - The price of lithium continues to surge, with significant increases in both spot and futures markets, driven by changes in export tax policies for battery products [1] Group 1: Price Movements - On January 12, the main contract for lithium carbonate hit a daily limit increase of 9%, closing at 156,060 yuan per ton [1] - The average price of battery-grade lithium carbonate reported at 153,400 yuan per ton, reflecting an increase of 13,800 yuan compared to the previous trading day, marking a new high in nearly a year [1] Group 2: Market Influences - The strong rise in lithium carbonate prices is potentially linked to adjustments in export tax policies for lithium battery products [1] - The reduction in the value-added tax export rebate rate may significantly boost the inventory purchasing enthusiasm among downstream lithium battery companies, further impacting the already "tight balance" in the lithium carbonate market [1]