碳酸锂:累库有所加速,偏弱震荡延续
Guo Tai Jun An Qi Huo·2025-06-20 01:31

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - The accumulation of lithium carbonate inventory is accelerating, and the weak and volatile trend continues [1] 3. Summary by Relevant Catalogs Fundamental Tracking - Futures Contracts: The 2507 contract's closing price was 60,420 yuan, down 60 yuan compared to the previous day; the 2509 contract's closing price was 60,060 yuan, up 180 yuan. The trading volume and open interest of the 2509 contract increased, while those of the 2507 contract decreased [1] - Warehouse Receipts: The warehouse receipt volume was 29,957 lots, down 10 lots compared to the previous day [1] - Basis: The basis between the spot and the 2507 contract was 30 yuan, and between the spot and the 2509 contract was 390 yuan [1] - Raw Materials: The price of lithium spodumene concentrate (6%, CIF China) was 621 US dollars, down 1 US dollar; the price of lithium mica (2.0% - 2.5%) was 1,225 yuan, unchanged [1] - Lithium Salts: The price of battery - grade lithium carbonate was 60,450 yuan, unchanged; the price of industrial - grade lithium carbonate was 58,850 yuan, unchanged [1] - Related Products in the Industry Chain: The prices of battery - grade lithium hydroxide (micronized powder), various types of lithium iron phosphate, ternary materials, and other products showed different degrees of change [1] Macro and Industry News - The SMM battery - grade lithium carbonate index price was 60,470 yuan/ton, up 6 yuan/ton compared to the previous trading day. The average price of battery - grade lithium carbonate was 60,450 yuan/ton, unchanged; the average price of industrial - grade lithium carbonate was 58,850 yuan/ton, unchanged [2] - On June 19th, Albemarle's battery - grade lithium carbonate auction ended. The transaction prices were 59,910 yuan/ton and 60,010 yuan/ton [3] - The weekly production of lithium carbonate was 18,462 tons, up 335 tons. The industry inventory was 134,901 tons, up 1,352 tons [3] Trend Intensity - The trend intensity of lithium carbonate was 0, indicating a neutral trend [3]