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碳酸锂:偏弱震荡,仓单去化延续
Guo Tai Jun An Qi Huo·2025-06-24 02:01

Group 1: Report Industry Investment Rating - Not provided in the given content Group 2: Core View of the Report - The lithium carbonate market is in a weak and volatile state, with the de - stocking of warehouse receipts continuing. The trend strength of lithium carbonate is 0, indicating a neutral market sentiment [1][3] Group 3: Summary by Related Catalogs 1. Fundamental Tracking - Futures Market Data: For the 2507 contract, the closing price was 59,720 yuan, down 100 yuan from T - 1; the trading volume was 26,690 lots, down 19,186 lots from T - 1; the open interest was 74,077 lots, down 6,326 lots from T - 1. For the 2509 contract, the closing price was 59,120 yuan, up 220 yuan from T - 1; the trading volume was 259,487 lots, down 70,833 lots from T - 1; the open interest was 356,954 lots, up 2,607 lots from T - 1. The warehouse receipt volume was 26,779 lots, down 1,014 lots from T - 1 [1] - Base - related Data: The basis of spot - 2507 was 230 yuan, down 350 yuan from T - 1; the basis of spot - 2509 was 830 yuan, down 670 yuan from T - 1; the basis of 2507 - 2509 was 600 yuan, down 320 yuan from T - 1 [1] - Raw Material Data: The price of lithium spodumene concentrate (6%, CIF China) was 617 dollars, down 3 dollars from T - 1; the price of lithium mica (2.0% - 2.5%) was 1,190 yuan, down 20 yuan from T - 1 [1] - Lithium Salt Data: The price of battery - grade lithium carbonate was 59,950 yuan, down 450 yuan from T - 1; the price of industrial - grade lithium carbonate was 58,350 yuan, down 450 yuan from T - 1; the price of battery - grade lithium hydroxide (micronized powder) was 63,920 yuan, down 250 yuan from T - 1 [1] - Consumption - related Data: The price of ternary material 523 (polycrystalline/consumer - type) was 105,110 yuan, up 150 yuan from T - 1; the price of ternary material 622 (polycrystalline/consumer - type) was 110,950 yuan, up 100 yuan from T - 1; the price of ternary material 811 (polycrystalline/power - type) was 142,750 yuan, up 120 yuan from T - 1 [1] 2. Macro and Industry News - The SMM battery - grade lithium carbonate index price was 59,990 yuan/ton, down 426 yuan/ton from the previous working day. The price range of battery - grade lithium carbonate was 5.93 - 6.06 million yuan/ton, with an average price of 5.995 million yuan/ton, down 450 yuan/ton from the previous working day. The price range of industrial - grade lithium carbonate was 5.785 - 5.885 million yuan/ton, with an average price of 5.835 million yuan/ton, down 450 yuan/ton from the previous working day [2] - Three international standards in the field of power energy storage led by China, namely "Power Energy Storage System - Part 2 - 3: Performance Testing of Power Energy Storage System", "Power Energy Storage System - Part 3 - 200: Design Principles of Electrochemical Energy Storage System", and "Power Energy Storage System - Part 4 - 2: Environmental Impact Assessment of Battery Failures", were recently released and implemented [3]