碳酸锂价格突破15万元／吨 锂电池“抢货潮”预期高涨 产业景气度持续攀升

Group 1 - The price of lithium carbonate continues to surge, with the main contract reaching 156,060 yuan per ton, marking a 9% increase on January 12, 2026 [1] - The average price of battery-grade lithium carbonate rose to 153,400 yuan per ton, an increase of 13,800 yuan from the previous trading day, setting a new high for the past year [1] - The strong rise in lithium prices is attributed to adjustments in export tax rebate policies for lithium battery products, which has increased the enthusiasm for inventory among downstream companies [2][3] Group 2 - The cumulative increase in the main lithium carbonate contract over five trading days reached 20.06%, exceeding industry expectations for the start of the year [2] - The adjustment in export tax rebates, effective from April 1, 2026, will lower the VAT export rebate rate for battery products from 9% to 6%, leading to increased procurement activities among battery manufacturers [2] - The demand for lithium carbonate is expected to grow significantly, with projections indicating a global demand of 202,000 tons in 2026, a year-on-year increase of 32% [6] Group 3 - Recent breakthroughs in lithium extraction technology have enhanced the supply security of lithium resources, with a new method achieving over 98% lithium recovery rate from brine [4] - The acquisition activities in the lithium industry are on the rise, with companies like Salt Lake Co. and Shengxin Lithium Energy making significant investments in lithium resources, reflecting optimism about the future of the renewable energy sector [5] - The production and sales momentum in the lithium mining sector is strong, with expectations for improved financial performance in the first quarter of 2026 [6][7]