碳酸锂数据日报-20250715

Group 1: Report Industry Investment Rating - No relevant content provided Group 2: Core View of the Report - The fundamentals of the lithium carbonate market show an increase in supply and stable demand, which may pose a constraint on the price increase. In the short term, driven by market sentiment, the futures price of lithium carbonate may fluctuate upward, but the downstream inventory is relatively large, and the subsequent replenishment space may be limited, weakening the price support [2] Group 3: Summary by Related Catalogs Lithium Compound Prices - The average price of SMM battery - grade lithium carbonate is 64,650 yuan/ton, with a daily increase of 900 yuan; the average price of SMM industrial - grade lithium carbonate is 63,050 yuan/ton, with a daily increase of 900 yuan [1] Lithium Futures Contracts - The closing price of lithium carbonate 2507 is 66,200 yuan/ton, with a daily increase of 3.41%; the closing price of lithium carbonate 2508 is 66,720 yuan/ton, with a daily increase of 3.63%; the closing price of lithium carbonate 2509 is 66,480 yuan/ton, with a daily increase of 3.71%; the closing price of lithium carbonate 2510 is 66,260 yuan/ton, with a daily increase of 3.66%; the closing price of lithium carbonate 2511 is 66,000 yuan/ton, with a daily increase of 3.48% [1] Lithium Ore Prices - The price of lithium spodumene concentrate (CIF China) is 682 yuan, with a daily increase of 8 yuan; the price of lithium mica (Li20: 1.5% - 2.0%) is 890 yuan, with a daily increase of 60 yuan; the price of lithium mica (Li20: 2.0% - 2.5%) is 1450 yuan, with a daily increase of 45 yuan; the price of amblygonite (Li20: 6% - 7%) is 4650 yuan; the price of amblygonite (Li20: 7% - 8%) is 5500 yuan, with a daily increase of 100 yuan [1][2] Cathode Material Prices - The average price of lithium iron phosphate (power - type) is 31,275 yuan, with a daily increase of 220 yuan; the average price of ternary material 811 (polycrystalline/power - type) is 142,880 yuan; the average price of ternary material 523 (single - crystal/power - type) is 115,255 yuan, with a daily increase of 100 yuan; the average price of ternary material 613 (single - crystal/power - type) is 120,305 yuan [2] Price Spreads - The price spread between battery - grade and industrial - grade lithium carbonate is 1600 yuan/ton; the price spread between battery - grade lithium carbonate and the main contract is - 1830 yuan, with a change of - 1300 yuan; the price spread between the near - month and the first - continuous contract is 240 yuan, with no change; the price spread between the near - month and the second - continuous contract is 460 yuan, with no change [2] Inventory - The total weekly inventory is 140,793 tons, with an increase of 2446 tons; the weekly inventory of smelters is 58,598 tons, with a decrease of 292 tons; the weekly inventory of downstream is 40,765 tons, with an increase of 268 tons; the weekly inventory of others is 41,430 tons, with an increase of 2470 tons; the daily registered warehouse receipts are 11,204 tons, with a decrease of 399 tons [2] Industry News - Premier African Minerals completed the upgrade of the flotation plant of its Zulu lithium - tantalum ore project in Zimbabwe and restarted operations on July 6. The project covers about 3.5 square kilometers and is 100% owned by Premier through its local subsidiary [2] - Hunan Province has discovered 4.9 billion tons of lithium ore in Linwu County, Chenzhou City, with 131000 tons of lithium oxide resources, and the deposit is accompanied by multiple strategic minerals [2] - A document from the Yichun Bureau of Land and Resources requires 8 mining enterprises to supplement relevant materials for the mineral resource reserve verification report, but it does not affect the current production plans of the mines and the stability of lithium carbonate supply [2]