Core Viewpoint - The price of lithium carbonate futures has significantly increased due to changes in export policy expectations and improvements in supply-demand dynamics, with the main contract reaching a new high of over 150,000 yuan per ton on January 12 [1] Group 1: Price Movement - On January 12, the main contract for lithium carbonate futures opened at a limit-up price, surpassing the 150,000 yuan per ton mark, marking a new phase high [1] - The recent surge in prices is primarily driven by expectations of "export rush" triggered by adjustments in export tax rebate policies [1] Group 2: Market Dynamics - The current low inventory levels in the industry chain are providing significant short-term support for prices [1] - Despite the rapid increase in prices, there are concerns regarding potential volatility risks in the future [1]
碳酸锂期货创阶段新高 机构提示风险
Zheng Quan Shi Bao·2026-01-12 23:53