光大期货0212热点追踪：连涨2天，节后碳酸锂关注哪些数据？

Group 1 - The core viewpoint of the article highlights the recent price increase of lithium carbonate, with the main contract reaching 150,000 yuan/ton, driven by supply disruptions from major producer Albemarle's suspension of operations at its Kemerton lithium refinery in Western Australia [3][8] - The average price of battery-grade lithium carbonate rose by 2,000 yuan/ton to 138,000 yuan/ton, while industrial-grade lithium carbonate also increased by 2,000 yuan/ton to 134,500 yuan/ton [4][9] - The weekly production of lithium carbonate decreased by 825 tons to 20,744 tons, with a notable decline in the production of battery-grade lithium carbonate by 17.6% month-on-month to 58,835 tons [4][9] Group 2 - On the demand side, the production of ternary materials fell by 14.6% month-on-month to 69,250 tons, and lithium iron phosphate production decreased by 10.7% to 354,000 tons [4][9] - Social inventory of lithium carbonate decreased by 2,019 tons to 105,463 tons, with downstream inventory increasing by 3,058 tons to 43,657 tons [4][9] - The article notes that the recent surge in prices may be influenced by pre-holiday stockpiling, and the market may experience volatility as domestic production resumes in March [4][9]