碳酸锂：智利出口回升，关注矿证续期情况

1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints of the Report - The report focuses on the fundamentals of lithium carbonate, including price, trading volume, and inventory data, and also presents macro and industry news such as price changes and export volume in Chile [1][2][3] 3. Summary by Relevant Catalogs 3.1 Fundamental Data of Lithium Carbonate - Futures Contracts: For the 2509 contract, the closing price was 69,260, with a trading volume of 103,705 and an open interest of 161,898. For the 2511 contract, the closing price was 69,620, the trading volume was 425,359, and the open interest was 257,770 [2] - Warehouse Receipts: The warehouse receipt volume was 15,023, with an increase of 580 compared to the previous day [2] - Basis: The basis between spot and 2509 was 1,690, and between spot and 2511 was 1,330. The basis between 2509 - 2511 was -360 [2] - Raw Materials: The price of spodumene concentrate (6%, CIF China) was 748, and the price of lithium mica (2.0% - 2.5%) was 1,690 [2] - Lithium Salts: The price of battery - grade lithium carbonate was 70,950, and industrial - grade lithium carbonate was 68,850 [2] - Related Products: The prices of various lithium - related products such as ternary materials, lithium hexafluorophosphate, and electrolytes are also presented [2] 3.2 Macro and Industry News - Price Changes: The SMM battery - grade lithium carbonate index price was 70,731 yuan/ton, down 257 yuan/ton from the previous day. The average price of battery - grade lithium carbonate was 70,950 yuan/ton, down 250 yuan/ton, and industrial - grade lithium carbonate was 68,850 yuan/ton, also down 250 yuan/ton [3] - Chilean Exports: In July 2025, Chile's lithium carbonate export volume was 20,900 tons, a 43% month - on - month increase and a 4% year - on - year increase. Exports to China were 13,600 tons, a 33% month - on - month increase but a 13% year - on - year decrease. Exports to South Korea were 6,112 tons, a 103% month - on - month increase and a 195% year - on - year increase. Exports to Japan were 615 tons, a 48% month - on - month increase and a 246% year - on - year increase [3][4] 3.3 Trend Intensity - The trend intensity of lithium carbonate was 0, indicating a neutral outlook [4]