碳酸锂：偏强运行

Report Summary 1) Report Industry Investment Rating - The investment rating for the lithium carbonate industry is "Stronger Operation" [1] 2) Core View of the Report - The lithium carbonate market is expected to operate strongly, with a trend strength of 1 on a scale from -2 (most bearish) to 2 (most bullish) [1][5] 3) Summary by Related Catalogs A. Fundamental Data of Lithium Carbonate - Futures Contracts: For the 2509 contract, the closing price was 80,560, the volume was 16,374, and the open interest was 148,084. For the 2511 contract, the closing price was 81,000, the volume was 38,071, and the open interest was 317,676 [3] - Warehouse Receipts: The warehouse receipt volume was 19,389 hands [3] - Basis: The spot - 2509 basis was -6,060, and the spot - 2511 basis was -6,500 [3] - Raw Materials and Lithium Salts: The price of lithium spodumene concentrate (6%, CIF China) was 840, battery - grade lithium carbonate was 74,500, and industrial - grade lithium carbonate was 72,300 [3] - Downstream Consumption: The prices of various downstream products such as lithium iron phosphate and ternary materials are also provided [3] B. Macro and Industry News - Lithium Carbonate Price: The SMM battery - grade lithium carbonate index price was 74,567 yuan/ton, up 2,606 yuan/ton from the previous workday. Battery - grade lithium carbonate was 73,000 - 76,000 yuan/ton, with an average of 74,500 yuan/ton, up 2,600 yuan/ton. Industrial - grade lithium carbonate was 71,600 - 73,000 yuan/ton, with an average of 72,300 yuan/ton, up 2,600 yuan/ton [4] - Company News: CATL suspended mining operations at its Yichun project after the mining license expired on August 9 and is applying for a renewal, with little impact on its overall operations [5] - New Energy Vehicle Market: In July, the retail penetration rate of new energy vehicles in the domestic passenger vehicle market was 54.0%, up 2.7 percentage points year - on - year. New forces' share was 21.4%, up 2 percentage points year - on - year, while Tesla's share was 4.1%, down 1.1 percentage points year - on - year [5]