突破15万元大关！碳酸锂价格迎来“开门红”

Core Viewpoint - The price of lithium carbonate has surged at the beginning of 2026, driven by international expectations, policy disruptions, and industry behaviors, with battery-grade lithium carbonate reaching 154,100 yuan/ton, a nearly 29.17% increase from December 31, 2025 [2] Group 1: Price Trends - As of January 12, 2026, both battery-grade and industrial-grade lithium carbonate prices have surpassed 150,000 yuan per ton, with industrial-grade at 151,250 yuan/ton, reflecting a 29.94% increase from the end of 2025 [2] - The rebound in lithium carbonate prices is attributed to geopolitical tensions and resource policy adjustments that heighten supply concerns [2] Group 2: Supply Factors - The Brazilian government's decision to freeze new mining rights auctions has intensified market fears regarding lithium resource supply tightening [2] - Domestic supply is constrained due to increased environmental requirements for lithium mining, which may raise operational costs and affect future production capacity [3] - A significant supply gap of 5,000 to 8,000 tons per month has emerged due to the delayed resumption of production at the Jiangxi lithium mine and seasonal maintenance of older production lines [3] Group 3: Demand Dynamics - The demand for lithium carbonate remains strong, particularly from the booming electric vehicle market, with battery manufacturers actively procuring lithium to meet production needs [4] - Some downstream companies have announced production line maintenance, which may impact the overall demand for lithium carbonate [4] Group 4: Market Outlook - Industry experts suggest that the fundamentals supporting lithium carbonate prices remain robust, indicating a sustained strong price environment with increased volatility expected [5]