碳酸锂期货日报-20250813

Group 1: Report Summary - The report is a daily report on lithium carbonate futures dated August 13, 2025, written by the Non - ferrous Metals Research Team of CCB Futures Research and Development Department [2][4][6] Group 2: Market Review and Operation Suggestions - Lithium carbonate futures rose and then fell. The market traded supply - side disturbances. There was an unconfirmed rumor of Albemarle's Chilean production line shutdown, which drove the futures price up to 88,000, but the gain narrowed at the end of the session [12] - Spot prices increased, with electric carbon rising 3,500 to 78,000. Market sentiment improved, downstream inquiries increased, and procurement willingness strengthened, leading to better trading volume [12] - The production loss of mica salt plants using purchased materials narrowed to 5,942, while that of lithium spodumene salt plants using purchased materials widened to 1,176. Salt plants' production enthusiasm is high, and the impact of the Jiaxiaowo mine shutdown on the market is weakening. There is a risk of a short - term peak and decline [12] Group 3: Industry News - Mercedes - Benz opened a lithium - ion battery recycling plant in Germany. It uses Primobius GmbH technology, has an annual processing capacity of 2,500 tons, and can produce materials for over 50,000 Mercedes - Benz EV battery modules [13] - There was market news that Albemarle's lithium carbonate production line in Chile was partially shut down due to safety issues, causing the futures price to rise by over 3,000 yuan. Albemarle's total lithium carbonate capacity in Chile is 80,000 tons per year, but the news was unconfirmed [13][14] - In July, new - energy vehicle sales reached 1.262 million, a year - on - year increase of 27.4% [14]