碳酸锂数据日报-20250815

Group 1: Report Core Information - There is no report industry investment rating provided in the content [1][2][3] Group 2: Core View - In the short term, prices may continue to rise due to the implementation of mine shutdowns in Jiangxi, the expectation of the peak season for end - users in the fourth quarter, and the boost of bullish sentiment. In the long - term, since the current shutdown targets the mine end rather than the salt end, compliant mines in the region, Australian mines, and salt lakes at home and abroad will all supplement the resource end, and the impact on the supply - demand balance is limited [3] Group 3: Summary by Related Catalogs Lithium Compounds - SMM battery - grade lithium carbonate average price is 78,000 yuan/ton, up 3,500 yuan; SMM industrial - grade lithium carbonate average price is 75,800 yuan/ton, up 3,500 yuan. The price difference between battery - grade and industrial - grade lithium carbonate is 2,200 yuan/ton [1][2] Lithium Ore - Lithium spodumene concentrate (CIF China) price is 910 dollars, up 70 dollars; lithium mica (Li20:1.5% - 2.0%) price is 1,215 dollars, up 60 dollars; lithium mica (Li20:2.0% - 2.5%) price is 1,950 dollars, up 75 dollars; petalite (Li20:6% - 7%) price is 6,700 dollars, up 450 dollars; petalite (Li20:7% - 8%) price is 7,775 dollars, up 525 dollars [1][2] Lithium Carbonate Futures - Lithium carbonate 2508 closed at 86,140 yuan/ton, up 10.89%; lithium carbonate 2509 closed at 82,560 yuan/ton, up 2.51%; lithium carbonate 2510 closed at 82,700 yuan/ton, up 2.33%; lithium carbonate 2511 closed at 82,520 yuan/ton, up 2%; lithium carbonate 2512 closed at 81,920 yuan/ton, up 1.01% [1] Cathode Materials - The average price of lithium iron phosphate (power type) is 34,325 yuan/ton, up 845 yuan; the average price of ternary material 811 (polycrystalline/power type) is 145,770 yuan/ton, up 250 yuan; the average price of ternary material 523 (single - crystal/power type) is 118,295 yuan/ton, up 1,000 yuan; the average price of ternary material 613 (single - crystal/power type) is 123,185 yuan/ton, up 400 yuan [2] Price Spreads - The price difference between battery - grade lithium carbonate and the main contract is - 4,520 yuan/ton, with a change of 1,980 yuan; the price difference between the near - month and the first - continuous contract is - 140 yuan/ton, with a change of 220 yuan; the price difference between the near - month and the second - continuous contract is 40 yuan/ton, with a change of 480 yuan [2] Inventory - The total inventory (weekly, tons) is 142,418 tons, up 692 tons; the smelter inventory (weekly, tons) is 50,999 tons, down 959 tons; the downstream inventory (weekly, tons) is 48,159 tons, up 2,271 tons; other inventory (weekly, tons) is 43,260 tons, down 620 tons; the registered warehouse receipts (daily, tons) is 20,829 tons, up 1,440 tons [2] Profit Estimation - The cash cost of purchasing lithium spodumene concentrate externally is 78,069 yuan, and the profit is - 1,176 yuan; the profit of purchasing lithium mica concentrate externally is - 5,942 yuan [3]