Report Industry Investment Rating - Not provided in the given content Core Viewpoints - The long - term demand for lithium carbonate may exceed expectations, and the price will fluctuate [1] - The industrial and information technology department and other eight departments have issued the "Automobile Industry Steady Growth Work Plan (2025 - 2026)", aiming to further promote automobile consumption [2][3] Summary by Related Catalogs Fundamental Tracking - Futures Market Data: For the 2511 contract, the closing price was 72,680 yuan, with a change of 1,520 yuan compared to T - 1; the trading volume was 482,790 lots, with a change of 71,801 lots compared to T - 1; the open interest was 309,446 lots, with a change of 44 lots compared to T - 1. For the 2601 contract, the closing price was 72,880 yuan, with a change of 1,620 yuan compared to T - 1; the trading volume was 104,173 lots, with a change of 34,884 lots compared to T - 1; the open interest was 172,268 lots, with a change of - 212 lots compared to T - 1 [1] - Basis Data: The basis of spot - 2511 was - 230 yuan, the basis of spot - 2601 was - 430 yuan, and the basis of 2511 - 2601 was - 200 yuan [1] - Raw Material Data: The price of spodumene concentrate (6%, CIF China) was 848 yuan, with a change of 6 yuan compared to T - 1; the price of lepidolite (2.0% - 2.5%) was 1,775 yuan, with no change compared to T - 1 [1] - Lithium Salt Data: The price of battery - grade lithium carbonate was 72,450 yuan, with no change compared to T - 1; the price of industrial - grade lithium carbonate was 70,200 yuan, with no change compared to T - 1 [1] Macro and Industry News - The SMM battery - grade lithium carbonate index price was 72,380 yuan/ton, a decrease of 18 yuan/ton compared to the previous working day. The price range of battery - grade lithium carbonate was 7.13 - 7.36 million yuan/ton, with an average price of 7.245 million yuan/ton, unchanged from the previous working day. The price range of industrial - grade lithium carbonate was 6.96 - 7.08 million yuan/ton, with an average price of 7.02 million yuan/ton, unchanged from the previous working day [2] - The eight - department plan aims to promote automobile consumption through measures such as supporting trade - ins, updating new - energy city buses and power batteries, and carrying out pilot reforms in automobile circulation and consumption [3] Trend Intensity - The trend intensity of lithium carbonate is 0, indicating a neutral outlook [3]
碳酸锂：远期需求或超预期，震荡运行
Guo Tai Jun An Qi Huo·2025-09-16 01:44