碳酸锂数据日报-20250915

Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints of the Report - Affected by CATL's meeting related to the resumption of production at the Jianxiawo lithium mine, the market sentiment is negative, and there is a renewed discussion about whether eight major mines will shut down simultaneously on September 30. Fundamentally, if they shut down, the impact on the total supply will be limited as other sources can provide supplements. Emotionally, if they shut down, it will stimulate the bullish sentiment in the market. In the short term, the futures price is expected to fluctuate, and attention should be paid to the end - of - month time node [2] Group 3: Summary by Relevant Catalogs Lithium Compounds - The average price of SMM battery - grade lithium carbonate is 72,450, down 400; the average price of SMM industrial - grade lithium carbonate is 70,200, down 400 [1] Lithium Ore - The price of lithium spodumene concentrate (CIF China) is 842, down 2; the price of lithium mica (Li20:1.5% - 2.0%) is 1075; the price of lithium mica (Li20:2.0% - 2.5%) is 1775; the price of amblygonite (Li20:6% - 7%) is 5770; the price of amblygonite (Li20:7% - 8%) is 6845 [1][2] Cathode Materials - The average price of lithium iron phosphate (power type) is 33,375, down 95; the average price of ternary material 811 (polycrystalline/power type) is 146,300, up 400; the average price of ternary material 523 (single - crystal/power type) is 119,350, up 600; the average price of ternary material 613 (single - crystal/power type) is 123,800, up 250 [2] Price Spreads - The spread between battery - grade and industrial - grade lithium carbonate is 2250; the spread between battery - grade lithium carbonate and the main contract is 1290, down 560; the spread between the near - month and the first - continuous contract is - 140, unchanged; the spread between the near - month and the second - continuous contract is - 340, up 100 [2] Inventory - The total inventory (weekly, tons) is 138,512, down 1580; the inventory of smelters (weekly, tons) is 36,213, down 3262; the inventory of downstream (weekly, tons) is 58,279, up 3072; the inventory of others (weekly, tons) is 44,020, down 1390; the registered warehouse receipts (daily, tons) is 38,625, up 234 [2] Production Profits - The cash cost of purchasing lithium spodumene concentrate externally is 73,410, and the profit is - 2019; the cash cost of purchasing lithium mica concentrate externally is 76,792, and the profit is - 7378 [2]