碳酸锂：宽幅震荡，关注江西矿山减停产进展

Report Summary 1. Report Industry Investment Rating No investment rating information is provided in the report. 2. Report's Core View The report focuses on the current situation of the lithium carbonate market, presenting detailed data on the fundamentals of lithium carbonate, including contract prices, trading volumes, open interest, and prices of various lithium-related products. It also mentions relevant macro and industry news and the trend strength of lithium carbonate [1][2][3]. 3. Summary by Relevant Catalogs 3.1 Fundamental Tracking - Contract Data: For the 2509 contract, the closing price is 73,120 yuan, with a decrease of 7,400 yuan compared to T - 1; the trading volume is 1,005,395 lots, a decrease of 198,029 lots; the open interest is 378,472 lots, a decrease of 112,616 lots. For the 2511 contract, the closing price is 71,420 yuan, a decrease of 7,740 yuan; the trading volume is 327,845 lots, an increase of 58,097 lots; the open interest is 168,736 lots, an increase of 728 lots [1]. - Other Data: The warehouse receipt volume is 12,276 lots, an increase of 280 lots. The basis of spot - 2509 is 780 yuan, and spot - 2511 is 2,480 yuan. The price of lithium spodumene concentrate (6%, CIF China) is 805 US dollars, a decrease of 5 US dollars; the price of lithium mica (2.0% - 2.5%) is 1,805 yuan, an increase of 15 yuan. The price of battery - grade lithium carbonate is 73,900 yuan, an increase of 1,000 yuan [1]. 3.2 Macro and Industry News - The SMM battery - grade lithium carbonate index price is 73,737 yuan/ton, a daily increase of 991 yuan/ton; the average price of battery - grade lithium carbonate is 73,900 yuan/ton, an increase of 1,000 yuan/ton; the average price of industrial - grade lithium carbonate is 71,700 yuan/ton, an increase of 1,000 yuan/ton [2]. - The National Conference of Heads of Industry and Information Technology Departments was held in Beijing on July 28, aiming to deepen reforms, improve industry governance, and strengthen the construction of mandatory national standards in the industrial and information technology fields [3]. 3.3 Trend Strength The trend strength of lithium carbonate is 0, indicating a neutral outlook [3].