碳酸锂：商品情绪向好，偏强震荡

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - The sentiment of the lithium carbonate commodity is positive, with a tendency towards a strong and volatile market [1] 3. Summary by Relevant Catalog Fundamental Tracking - Futures Contracts: The closing price of the 2509 contract was 72,880 yuan, up 1,600 yuan from T - 1; the 2511 contract closed at 71,800 yuan, also up 1,600 yuan from T - 1. The trading volume of the 2509 contract was 1,118,226 lots, and the 2511 contract was 145,601 lots. The open interest of the 2509 contract was 411,638 lots, and the 2511 contract was 119,827 lots [1] - Warehouse Receipts: The number of warehouse receipts was 10,089 lots, a decrease of 120 lots from T - 1 [1] - Basis: The basis of spot - 2509 was - 3,780 yuan, and spot - 2511 was - 2,700 yuan. The basis of 2509 - 2511 was 1,080 yuan [1] - Raw Materials: The price of lithium spodumene concentrate (6%, CIF China) was 742 yuan, up 12 yuan from T - 1; the price of lithium mica (2.0% - 2.5%) was 1,590 yuan, up 45 yuan from T - 1 [1] - Lithium Salts: The price of battery - grade lithium carbonate was 69,100 yuan, up 1,100 yuan from T - 1; the price of industrial - grade lithium carbonate was 67,450 yuan, up 1,100 yuan from T - 1 [1] - Related Products: The prices of various lithium - related products such as ternary materials and phosphoric acid iron lithium also showed different degrees of changes [1] Macro and Industry News - The SMM battery - grade lithium carbonate index price was 68,877 yuan/ton, a daily increase of 1,136 yuan/ton. The average price of battery - grade lithium carbonate was 69,100 yuan/ton, up 1,100 yuan/ton; the average price of industrial - grade lithium carbonate was 67,450 yuan/ton, up 1,100 yuan/ton [2] - Guangdong and Anhui will standardize the competition order of the new energy vehicle industry. Guangdong has introduced relevant policies and encouraged enterprises to make payment commitments [3] Trend Intensity - The trend intensity of lithium carbonate is 1, indicating a relatively positive outlook [3]