碳酸锂期货突破17万元大关，化工ETF天弘（159133）近9日持续“吸金”累超2亿元，机构：碳酸锂或继续维持偏强态势

Group 1 - The core viewpoint of the news is that lithium carbonate futures have experienced a significant price increase, reaching a limit up of 12% to 174,060 yuan/ton, marking the second consecutive day of limit up [1] - The CSI sub-sector chemical industry index (000813.CSI) rose by 1.46%, with notable increases in constituent stocks such as Kasei Bio (up over 13%), Salt Lake Co. (up over 8%), and Xingfa Group (up over 6%) [1] - The Tianhong Chemical ETF (159133) reported a trading volume of 23.516 million yuan, with a cumulative net inflow of 209 million yuan over the past nine trading days, indicating strong investor interest [1] Group 2 - The increase in lithium carbonate prices is attributed to changes in export policy expectations and improvements in supply-demand dynamics, with a notable surge in prices following the adjustment of export tax rebate policies [1] - The market anticipates a "rush to export" due to the expected cancellation of VAT export rebates for battery products starting January 1, 2027, which may further influence demand for lithium carbonate [2] - Short-term demand expectations are strengthening, suggesting that lithium carbonate prices may continue to maintain a strong trend despite potential volatility risks [2]