碳酸锂：周五夜盘商品价格下跌，关注悲观情绪的传导

Group 1: Report Industry Investment Rating - There is no information about the report industry investment rating in the provided content. Group 2: Core Viewpoints of the Report - The report focuses on the decline of lithium carbonate commodity prices in the Friday night session and the potential transmission of pessimistic sentiment. The trend intensity of lithium carbonate is -1, indicating a relatively bearish view [1][3]. Group 3: Summary by Relevant Catalogs 1. Fundamental Tracking - Futures Contracts: For the 2509 contract, the closing price was 80,520, the trading volume was 1,203,424, and the open - interest was 491,088. For the 2511 contract, the closing price was 79,160, the trading volume was 269,748, and the open - interest was 168,008 [1]. - Basis and Price Differences: The basis between spot and 2509 contract was -7,620, between spot and 2511 contract was -6,260, and between 2509 and 2511 contracts was 1,360. The price difference between electric - carbon and industrial - carbon was 2,200, and between spot and CIF was 9,822 [1]. - Raw Materials: The price of lithium spodumene concentrate (6%, CIF China) was 810, and the price of lithium mica (2.0% - 2.5%) was 1,790 [1]. - Lithium Salts: The price of battery - grade lithium carbonate was 72,900, industrial - grade lithium carbonate was 70,700, battery - grade lithium hydroxide (micropowder) was 68,270, etc [1]. - Related Products: The price of lithium iron phosphate (power type) was 33,255, and the price of ternary materials such as 523 (polycrystalline/consumer type) was 109,550 [1]. 2. Macro and Industry News - SMM's battery - grade lithium carbonate index price was 72,746 yuan/ton, up 2,573 yuan/ton from the previous working day. The average price of battery - grade lithium carbonate was 72,900 yuan/ton, up 2,350 yuan/ton, and the average price of industrial - grade lithium carbonate was 70,700 yuan/ton, up 1,800 yuan/ton [2]. 3. Exchange Regulations - The Guangzhou Futures Exchange announced that from July 28, 2025, non - futures company members or clients' daily opening positions in the lithium carbonate futures LC2509 contract should not exceed 3,000 lots. Hedging and market - making transactions are exempt from this limit [3].