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碳酸锂数据日报-20250829
Guo Mao Qi Huo·2025-08-29 03:20

Group 1: Report Industry Investment Rating - No information provided Group 2: Core View of the Report - The fundamentals have weak support for the futures price, and it is expected to be mainly in a weak oscillation [3] Group 3: Summary by Related Catalogs Lithium Compound Prices - SMM battery - grade lithium carbonate average price is 80,000 yuan/ton, down 1,600 yuan/ton [1] - SMM industrial - grade lithium carbonate average price is 77,700 yuan/ton, down 1,600 yuan/ton [1] Lithium Futures Contracts - Lithium carbonate 2605 closing price is 76,300 yuan/ton, down 2.38% [1] - Lithium carbonate 2606 closing price is 76,100 yuan/ton, down 2.24% [1] - Lithium carbonate 2607 closing price is 75,960 yuan/ton, down 2.34% [1] - Lithium carbonate 2608 closing price is 76,240 yuan/ton, down 2.48% [1] - Lithium carbonate 2509 closing price is 78,140 yuan/ton, down 2.18% [1] Lithium Ore Prices - Lithium spodumene concentrate (CIF China) average price is 889 US dollars, down 31 US dollars [1] - Lithium mica (Li20: 1.5% - 2.0%) price is 1,205 yuan, down 40 yuan [2] - Lithium mica (Li20: 2.0% - 2.5%) price is 1,915 yuan, down 55 yuan [2] - Phosphorus lithium aluminum stone (Li20: 6% - 7%) price is 6,425 yuan, down 285 yuan [2] - Phosphorus lithium aluminum stone (Li20: 7% - 8%) price is 7,500 yuan, down 275 yuan [2] Cathode Material Prices - Lithium iron phosphate (power - type) average price is 35,205 yuan, down 385 yuan [2] - Ternary material 811 (polycrystalline/power - type) average price is 145,900 yuan [2] - Ternary material 523 (single - crystal/power - type) average price is 119,100 yuan, down 300 yuan [2] - Ternary material 613 (single - crystal/power - type) average price is 123,925 yuan [2] Price Spreads - The spread between battery - grade and industrial - grade lithium carbonate is 2,300 yuan/ton [2] - The spread between battery - grade lithium carbonate and the main contract is 1,860 yuan, down 880 yuan [2] - The spread between the near - month and the first - continuous contract is - 100 yuan, down 40 yuan [2] - The spread between the near - month and the second - continuous contract is 0 yuan, down 180 yuan [2] Inventory - Total inventory (weekly, tons) is 141,136 tons, a change of - 407 tons [2] - Downstream inventory (weekly, tons) is 52,800 tons, an increase of 1,293 tons [2] - Other inventory (weekly, tons) is 45,000 tons, an increase of 1,810 tons [2] - Registered warehouse receipts (daily, tons) is 28,957 tons, an increase of 1,480 tons [2] Profit Estimation - The cash cost of外购 lithium spodumene concentrate is 76,440 yuan, and the profit is 2,418 yuan [3] - The cash cost of外购 lithium mica concentrate is 80,022 yuan, and the profit is - 3,245 yuan [3] Industry Event - A meeting on the lithium iron phosphate material branch council was held on August 22 to discuss solutions for eliminating backward production capacity and low - carbon transformation of the entire industrial chain [3] Supply and Demand Situation - Although there is a reduction in production at the Jiangxi mica end, overseas mines, overseas salt lakes, and domestic compliant mines have formed a supplement, mainly a structural adjustment on the supply side. On the demand side, weekly production is basically stable, with products moving from upstream to downstream but limited actual consumption [3]