Group 1: Report's Core Information - The report is about the lithium carbonate market, with the title "Lithium Carbonate: Wide - range Fluctuations, Pay Attention to Macroeconomic Sentiment Switch" and the date of July 30, 2025 [1] Group 2: Fundamental Tracking Futures Market Data - For the 2509 contract, the closing price was 70,840 yuan, down 2,280 yuan from T - 1; the trading volume was 744,160, down 261,235 from T - 1; the open interest was 300,620, down 77,852 from T - 1 [1] - For the 2511 contract, the closing price was 70,560 yuan, down 860 yuan from T - 1; the trading volume was 314,089, down 13,756 from T - 1; the open interest was 163,120, down 5,616 from T - 1 [1] Basis and Related Price Differences - The basis of spot - 2509 was 2,310 yuan, the basis of spot - 2511 was 2,590 yuan, and the basis of 2509 - 2511 was 280 yuan [1] - The price difference between electric carbon and industrial carbon was 2,150 yuan, and the price difference between spot and CIF was 9,279 yuan [1] Raw Material and Lithium Salt Prices - The price of spodumene concentrate (6%, CIF China) was 777 dollars, down 28 dollars from T - 1; the price of lepidolite (2.0% - 2.5%) was 1,775 yuan, down 30 yuan from T - 1 [1] - The price of battery - grade lithium carbonate was 73,150 yuan, down 750 yuan from T - 1; the price of industrial - grade lithium carbonate was 71,000 yuan, down 700 yuan from T - 1 [1] Other Related Product Prices - The price of lithium iron phosphate (power type) was 33,315 yuan, down 180 yuan from T - 1; the price of ternary material 523 (polycrystalline/consumer type) was 110,250 yuan, unchanged from T - 1 [1] Group 3: Macroeconomic and Industry News - SMM's battery - grade lithium carbonate index price was 73,069 yuan/ton, down 668 yuan/ton from the previous working day; the average price of battery - grade lithium carbonate was 73,150 yuan/ton, down 750 yuan/ton from the previous working day; the average price of industrial - grade lithium carbonate was 71,000 yuan/ton, down 700 yuan/ton from the previous working day [2] - From January to June this year, 23 provincial - level administrative regions in China released 1,121 energy - storage project lists, with a total installed capacity exceeding 198.145GW and an energy - storage capacity of 507.803GWh [3] Group 4: Trend Intensity - The trend intensity of lithium carbonate was 1, indicating a neutral - to - slightly - positive outlook [3]
碳酸锂：宽幅震荡，关注宏观情绪切换
Guo Tai Jun An Qi Huo·2025-07-30 01:46