持续去库，碳酸锂接下来怎么走

Core Viewpoint - The lithium carbonate futures prices are experiencing a downward trend, influenced by macroeconomic sentiments and market dynamics, with the main contract LC2605 closing at 132,920 yuan/ton, down 2.78% [1] Group 1: Market Dynamics - The recent fluctuations in lithium carbonate prices are primarily driven by macroeconomic factors, with significant volatility observed in precious and non-ferrous metals impacting the lithium market [1] - Analysts indicate that the current price adjustments reflect a "expectation-driven—reality correction" cycle, where supply and demand dynamics are central to price movements [1][2] Group 2: Supply and Demand - The lithium carbonate market is currently in a destocking phase, with a weekly production of 20,744 tons as of February 6, down 825 tons week-on-week, and a weekly inventory of 105,463 tons, reflecting a reduction of 2,019 tons [2] - Despite the price decline, downstream demand remains robust, particularly in energy storage and power batteries, with a notable increase in trading activity as buyers seek to replenish stocks ahead of the holiday [2] Group 3: Future Outlook - Analysts predict that the lithium carbonate prices may continue to exhibit weak fluctuations in the short term due to uncertain macroeconomic sentiments and regulatory pressures, suggesting a cautious approach for investors [2][3] - The anticipated increase in lithium salt shipments from Chile post-holiday is expected to alleviate some supply constraints, although the overall destocking trend is likely to persist [2]