碳酸锂：周产量爬升带动累库，关注矿证续期事件的发酵

Group 1: Report Industry Investment Rating - Not provided Group 2: Report's Core View - The production of lithium carbonate has increased this week, leading to inventory accumulation, and attention should be paid to the fermentation of the mining license renewal event [1][3] - The trend strength of lithium carbonate is 1, indicating a neutral view [3] Group 3: Summary According to Relevant Catalogs 1. Fundamental Tracking - Disk Data: For the 2509 contract, the closing price is 71,920 yuan, the trading volume is 209,645 lots, and the open interest is 160,551 lots; for the 2511 contract, the closing price is 72,300 yuan, the trading volume is 766,669 lots, and the open interest is 289,832 lots. The warehouse receipt volume is 16,443 lots [1] - Basis Data: The basis of spot - 2509 is - 820 yuan, spot - 2511 is - 1,200 yuan, 2509 - 2511 is - 380 yuan, and the difference between electric carbon and industrial carbon is 2,100 yuan [1] - Raw Material and Lithium Salt Data: The price of spodumene concentrate (6%, CIF China) is 757 yuan, the price of lithium mica (2.0% - 2.5%) is 1,750 yuan, the price of battery - grade lithium carbonate is 71,100 yuan, and the price of industrial - grade lithium carbonate is 69,000 yuan, etc. [1] 2. Macro and Industry News - The SMM battery - grade lithium carbonate index price is 70,949 yuan/ton, up 218 yuan/ton from the previous working day; the average price of battery - grade lithium carbonate is 7.11 million yuan/ton, up 150 yuan/ton; the average price of industrial - grade lithium carbonate is 6.9 million yuan/ton, up 150 yuan/ton [2] 3. Production and Inventory - This week, the production of lithium carbonate is 19,556 tons, an increase of 2,288 tons from last week, and the industry inventory is 142,418 tons, an increase of 692 tons from last week [3]