Group 1: Report Industry Investment Rating - No information provided Group 2: Report's Core View - Downstream minor restocking led to a rebound in lithium carbonate prices but the contradiction of continuous decline in ore prices remains unchanged; after the price rebound, the supply of lithium carbonate increased rapidly while demand tended to be stable [3] - Zimbabwe will ban the export of lithium concentrate from 2027 to promote local processing [3] Group 3: Summary by Related Catalogs Lithium Compounds - SMM battery - grade lithium carbonate average price is 60,650 with a rise of 150; SMM industrial - grade lithium carbonate average price is 59,050 with a rise of 150 [1] - The price difference between battery - grade and industrial - grade lithium carbonate is 1,600 [2] Lithium Ore - Lithium spodumene concentrate (CIF China) average price is 631 with a rise of 46 [1] - Lithium mica (Li20:1.5% - 2.0%) price is 10; lithium mica (Li20:2.0% - 2.5%) price is 1,225 with a rise of 15; phosphorus lithium aluminum stone (Li20:6% - 7%) price is 5,660; phosphorus lithium aluminum stone (Li20:7% - 8%) price is 6,595 with a rise of 55 [2] Futures Contracts - Lithium carbonate 2506 closing price is 60,420 with a decline of 1.44%; lithium carbonate 2507 closing price is 60,440 with a decline of 1.56%; lithium carbonate 2508 closing price is 60,520 with a decline of 1.66%; lithium carbonate 2509 closing price is 60,480 with a decline of 1.69%; lithium carbonate 2510 closing price is 60,540 with a decline of 1.72% [1] Positive Electrode Materials - Lithium iron phosphate (power type) average price is 30,475 with a rise of 30; ternary material 811 (polycrystalline/power type) average price is 143,760 with a decline of 200; ternary material 523 (single - crystal/power type) average price is 114,695 with a rise of 30; ternary material 613 (single - crystal/power type) average price is 121,285 with a decline of 150 [2] Inventory - Total inventory (weekly, tons) is 133,549 with an increase of 1,117; smelter inventory (weekly, tons) is 57,653 with an increase of 537; downstream inventory (weekly, tons) is 40,686 with a decrease of 390; other inventory (weekly, tons) is 35,210 with an increase of 970; registered warehouse receipts (daily, tons) is 32,837 with no change [2] Profit Estimation - Cash cost of外购 lithium spodumene concentrate is 60,995 and the profit is - 1,189; cash cost of外购 lithium mica concentrate is 65,237 and the profit is - 6,929 [3]
碳酸锂数据日报-20250613
Guo Mao Qi Huo·2025-06-13 07:44