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碳酸锂数据日报-20250917
Guo Mao Qi Huo·2025-09-17 06:58

Group 1: Report Industry Investment Rating - No relevant information provided Group 2: Core View of the Report - Affected by CATL's meeting related to the resumption of the Jianxiawo lithium mine, the market sentiment is negative, and there is a discussion about whether the 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 supplement. Emotionally, shutdowns will stimulate the market's bullish sentiment. 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 According to Related Catalogs Lithium Compound Prices - The average price of SMM battery - grade lithium carbonate is 72,850, with a change of 400; the average price of SMM industrial - grade lithium carbonate is 70,600, with a change of 400 [1] Futures Contract Prices - The closing price of lithium carbonate 2510 is 73,060, with a 1.25% increase; 2511 is 73,180, with a 1.3% increase; 2512 is 73,320, with a 1.24% increase; 2601 is 73,340, with a 1.27% increase; 2602 is 73,240, with a 1.05% increase [1] Lithium Ore Prices - The price of lithium spodumene concentrate (CIF China) is 853, with a change of 5; the price of lithium mica (Li20: 1.5% - 2.0%) is 1105, with a change of 30; (Li20: 2.0% - 2.5%) is 1815, with a change of 40; the price of amblygonite (Li20: 6% - 7%) is 6090, with a change of 115; (Li20: 7% - 8%) is 7205, with a change of 140 [1][2] Cathode Material Prices - The average price of lithium iron phosphate (power type) is 33,470, with a change of 95; the average price of ternary material 811 (polycrystalline/power type) is 146,650, with a change of 200; 523 (single - crystal/power type) is 119,650, with a change of 200; 613 (single - crystal/power type) is 124,150, with a change of 200 [2] Price Spreads - The spread between battery - grade and industrial - grade lithium carbonate is 2250, with a change of 0; the spread between battery - grade lithium carbonate and the main contract is - 330, with a change of - 100; the spread between the near - month and the first - continuous contract is - 120, with a change of 40; the spread between the near - month and the second - continuous contract is - 260, with a change of 100 [2] Inventory - The total weekly inventory is 138,512 tons, with a change of - 1580 tons; the weekly inventory of smelters is 36,213 tons, with a change of - 3262 tons; the weekly inventory of downstream is 58,279 tons, with a change of 3072 tons; the weekly inventory of others is 44,020 tons, with a change of - 1390 tons; the daily registered warehouse receipts are 38,824 tons, with a change of - 139 tons [2] Production Profit - The cash cost of purchasing lithium spodumene concentrate externally is 75,067, and the profit is - 3280; the cash cost of purchasing lithium mica concentrate externally is 77,345, and the profit is - 7539 [2] Industry Policy - The eight departments including the Ministry of Industry and Information Technology issued the "Automobile Industry Steady Growth Work Plan (2025 - 2026)", aiming to promote the industrial application of intelligent and connected technologies, standardize the competition order in the automobile industry, and encourage multi - scenario applications [2]