建信期货碳酸锂期货日报-20250611

1. Report Industry Investment Rating - No relevant content provided 2. Core View of the Report - The lithium carbonate futures continued to fluctuate at the bottom, with the total open interest decreasing by 7,341 lots and the long - short game continuing to decline. The spot price increased during the day, with the price of electric carbon rising by 100 to 60,350. The prices of spodumene and lepidolite ore stopped falling, the price of lithium iron phosphate increased by 20 - 30, and the price of ternary materials decreased by 50 - 180. The price cut tide in the industrial chain slowed down, and there were no new changes in the fundamentals. The lithium carbonate futures once broke through the trend line during the day, but the upward trend was frustrated again due to the news of China - US negotiations. In the short term, lithium carbonate is still brewing a rebound, but the momentum is still insufficient. Before the demand side picks up, the price of lithium carbonate futures is expected to continue to fluctuate weakly at the bottom [8] 3. Summary by Relevant Catalogs 3.1. Market Review and Operation Suggestions - The lithium carbonate futures continued to fluctuate at the bottom, with a decrease in total open interest and weak short - term rebound momentum. The price is expected to continue weak bottom - side fluctuations before the demand side recovers [8] 3.2. Industry News - Talon Metals plans to raise about C$24 million (US$17.6 million) for its Tamarack nickel - copper - cobalt project in Minnesota. The financing will be carried out through two independent financings, and the company's stock price tumbled as investors digested the pricing. Tamarack is a joint - venture project with Rio Tinto, which holds 51% of the equity [9] - Premium Resources has changed its name to NexMetals Mining to reflect its strategy of supplying key metals such as copper, nickel, and cobalt from Botswana. The name - change plan was approved by shareholders, and its stock will start trading under the new name and ticker "NEXM" on the TSX - V on June 11. The company announced a six - month aggressive strategy in April [9] - The Mianyang Liyuan New Energy Co., Ltd.'s project to produce 12 million lithium - ion energy - storage cells per year in Yanting County, Mianyang City, Sichuan Province, is under environmental impact assessment. The project plans to invest 50 million yuan and purchase more than 100 sets of intelligent equipment to form an annual production capacity of 12 million lithium - ion energy - storage cells [10]