Group 1: Industry Investment Rating - No information provided about the industry investment rating Group 2: Core Viewpoints - The contradiction in lithium carbonate warehouse receipts still exists, and the oscillating trend continues [1] - The trend strength of lithium carbonate is 0, indicating a neutral stance [3] Group 3: Summary by Relevant Catalogs Fundamental Tracking - The closing price of the 2507 contract is 61,180, with a change of 160 compared to T - 1; the trading volume is 28,735, a decrease of 26,486; the open interest is 47,834, a decrease of 12,244 [1] - The closing price of the 2509 contract is 60,880, with a change of 180 compared to T - 1; the trading volume is 366,743, a decrease of 315,004; the open interest is 350,406, an increase of 6,842 [1] - The warehouse receipt volume is 22,370, a decrease of 5 compared to T - 1 [1] - The spot - 2507 is - 980, with a change of 140 compared to T - 1; the spot - 2509 is - 680, with a change of 120 [1] - The 2507 - 2509 basis is 300, a decrease of 20 compared to T - 1; the electric carbon - industrial carbon is 1,600, with no change [1] - The price of spodumene concentrate (6%, CIF China) is 619, an increase of 2 compared to T - 1; the price of lithium mica (2.0% - 2.5%) is 1,210, an increase of 20 [1] - The price of battery - grade lithium carbonate is 60,200, an increase of 300 compared to T - 1; the price of battery - grade lithium carbonate (CIF) is 8,000, with no change [1] - The price of industrial - grade lithium carbonate is 58,600, an increase of 300 compared to T - 1; the price of battery - grade lithium hydroxide (micropowder) is 63,420, a decrease of 300 [1] - The price of battery - grade lithium hydroxide (CIF) is 8,130, a decrease of 20 compared to T - 1; the price of lithium iron phosphate (power type) is 30,230, an increase of 70 [1] - The price of lithium iron phosphate (mid - high - end energy storage type) is 28,780, an increase of 70 compared to T - 1; the price of lithium iron phosphate (low - end energy storage type) is 26,580, an increase of 70 [1] - The price of ternary material 523 (polycrystalline/consumer type) is 105,210, an increase of 50 compared to T - 1; the price of ternary material 622 (polycrystalline/consumer type) is 110,950, with no change [1] - The price of ternary material 811 (polycrystalline/power type) is 142,690, a decrease of 70 compared to T - 1; the price of lithium hexafluorophosphate is 51,700, with no change [1] - The price of electrolyte (for ternary power) is 21,900, with no change compared to T - 1; the price of electrolyte (for lithium iron phosphate) is 17,950, with no change [1] Macro and Industry News - The SMM battery - grade lithium carbonate index price is 60,311 yuan/ton, a daily increase of 360 yuan/ton; the average price of battery - grade lithium carbonate is 60,200 yuan/ton, a daily increase of 300 yuan/ton; the average price of industrial - grade lithium carbonate is 58,600 yuan/ton, a daily increase of 300 yuan/ton [2] - The Ministry of Commerce has organized the 2025 New Energy Vehicle Consumption Season in thousands of counties and ten thousand towns from July to December 2025, including measures such as implementing the trade - in policy, promoting reform pilot projects, and creating diverse consumption scenarios [3]
碳酸锂:仓单矛盾仍存,震荡走势延续
Guo Tai Jun An Qi Huo·2025-06-26 02:06