Report Summary 1. Industry Investment Rating - There is no information about the industry investment rating provided in the report. 2. Core Viewpoint - A slight restocking by downstream players has led to a rebound in lithium carbonate prices. However, the contradiction of continuously falling ore prices remains unchanged. After the price rebound, the supply of lithium carbonate has increased rapidly while the demand has remained stable. [3] 3. Summary by Relevant Content Lithium Compounds - The average price of SMM battery - grade lithium carbonate is 60,500 yuan, with a daily increase of 150 yuan; the average price of SMM industrial - grade lithium carbonate is 58,900 yuan, also with a daily increase of 150 yuan. [1] - For lithium carbonate futures contracts, the closing price of lithium carbonate 2506 is 61,700 yuan, up 1.18%; lithium carbonate 2507 is 61,680 yuan, up 1.68%; lithium carbonate 2508 is 61,780 yuan, up 1.41%; lithium carbonate 2509 is 61,740 yuan, up 1.41%; lithium carbonate 2510 is 61,800 yuan, up 1.41%. [1] Lithium Ore - The price of lithium spodumene concentrate (CIF China, Li2O: 5.5% - 6%) is 630 yuan, with a daily increase of 2 yuan. [1] - The price of lithium mica (Li2O: 1.5% - 2.0%) is 685 yuan, up 10 yuan; lithium mica (Li2O: 2.0% - 2.5%) is 1210 yuan, up 25 yuan; phospho - lithium - aluminum stone (Li2O: 6% - 7%) is 5620 yuan; phospho - lithium - aluminum stone (Li2O: 7% - 8%) is 6540 yuan. [2] Cathode Materials - The average price of lithium iron phosphate (power type) is 30,445 yuan, with a daily increase of 40 yuan; the average price of ternary material 811 (polycrystalline/power type) is 143,960 yuan, down 140 yuan; the average price of ternary material 523 (single - crystal/power type) is 114,665 yuan; the average price of ternary material 613 (single - crystal/power type) is 121,435 yuan, down 100 yuan. [2] Price Spreads - The price spread between battery - grade and industrial - grade lithium carbonate is 1600 yuan. The price spread between battery - grade lithium carbonate and the main contract is - 1180 yuan, with a change of - 770 yuan; the spread between the near - month and the first - continuous contract is - 100 yuan, with a change of 80 yuan; the spread between the near - month and the second - continuous contract is - 60 yuan, with a change of 160 yuan. [2] Inventory - The total inventory (weekly, tons) is 132,432 tons, an increase of 861 tons; the inventory of smelters (weekly, tons) is 57,116 tons, an increase of 881 tons; the inventory of downstream players (weekly, tons) is 41,076 tons, a decrease of 540 tons; the inventory of others (weekly, tons) is 34,240 tons, an increase of 520 tons; the registered warehouse receipts (daily, tons) is 32,837 tons, a decrease of 110 tons. [2] Profit Estimation - The cash cost of externally purchased lithium spodumene concentrate is 60,937 yuan, with a profit of - 1280 yuan; the cash cost of externally purchased lithium mica concentrate is 64,891 yuan, with a profit of - 6730 yuan. [3] Company News - On the evening of June 9, EVE Energy announced that it plans to issue H - shares and list on the main board of the Hong Kong Stock Exchange to further enhance its capital strength, comprehensive competitiveness, and international brand image. [3]
碳酸锂数据日报-20250612
Guo Mao Qi Huo·2025-06-12 05:13