Report Industry Investment Rating - No relevant content provided Core View of the Report - Lithium mica extraction of lithium has changed from a previous contraction to an expansion expectation, which is expected to trigger bearish sentiment in the market, and the futures price may be weak in the short term [3] Summary by Related Catalogs Lithium Compound Prices - The average price of SMM battery - grade lithium carbonate is 72,850 yuan/ton, down 600 yuan/ton [1] - The average price of SMM industrial - grade lithium carbonate is 70,600 yuan/ton, down 600 yuan/ton [1] Lithium Ore Prices - The price of lithium spodumene concentrate (CIF China) is 844 dollars, down 5 dollars [1] - The price of lithium mica (Li20: 1.5% - 2.0%) is 1,075 yuan, down 40 yuan [2] - The price of lithium mica (Li20: 2.0% - 2.5%) is 1,775 yuan, down 40 yuan [2] - The price of amblygonite (Li20: 6% - 7%) is 5,770 yuan, down 230 yuan [2] - The price of amblygonite (Li20: 7% - 8%) is 6,845 yuan, down 205 yuan [2] Lithium Futures Prices - The closing price of lithium carbonate 2509 is 71,020 yuan/ton, up 1.81% [1] - The closing price of lithium carbonate 2510 is 70,860 yuan/ton, up 1.64% [1] - The closing price of lithium carbonate 2511 is 71,000 yuan/ton, up 1.25% [1] - The closing price of lithium carbonate 2512 is 71,300 yuan/ton, up 1.57% [1] - The closing price of lithium carbonate 2601 is 71,280 yuan/ton, up 1.48% [1] Positive Electrode Material Prices - The average price of lithium iron phosphate (power type) is 33,470 yuan/ton, down 150 yuan/ton [2] - The average price of ternary material 811 (polycrystalline/power type) is 145,900 yuan/ton [2] - The average price of ternary material 523 (single - crystal/power type) is 118,750 yuan/ton [2] - The average price of ternary material 613 (single - crystal/power type) is 123,550 yuan/ton [2] Price Differences - The price difference between battery - grade and industrial - grade lithium carbonate is 2,250 yuan/ton [2] - The price difference between battery - grade lithium carbonate and the main contract is 1,850 yuan/ton, down 880 yuan [2] - The price difference between the near - month and the first - continuous contract is - 140 yuan/ton, up 20 yuan [2] - The price difference between the near - month and the second - continuous contract is - 440 yuan/ton, down 120 yuan [2] Inventory - The total inventory (weekly, tons) is 138,512 tons, down 1,580 tons [2] - The smelter inventory (weekly, tons) is 36,213 tons, down 3,262 tons [2] - The downstream inventory (weekly, tons) is 58,279 tons, up 3,072 tons [2] - The other inventory (weekly, tons) is 44,020 tons, down 1,390 tons [2] - The registered warehouse receipts (daily, tons) is 38,391 tons, up 290 tons [2] Profit Estimation - The cash cost of purchasing lithium spodumene concentrate externally is 73,549 yuan, and the profit is - 1,761 yuan [3] - The cash cost of purchasing lithium mica concentrate externally is 77,368 yuan, and the profit is - 7,563 yuan [3] Industry News - Ningde Times' subsidiary is discussing the resumption of production of Shixiawo lithium mine, aiming to resume production in November, but the actual situation is yet to be determined [3] - Six departments jointly issued a notice to carry out a 3 - month special rectification action on network chaos in the automobile industry [3]
碳酸锂数据日报-20250912
Guo Mao Qi Huo·2025-09-12 11:28