Group 1: Report Industry Investment Rating - No relevant information found Group 2: Core View of the Report - The overall fundamentals have changed little, with both supply and demand increasing, and social inventory continuing to decline. Affected by the meeting held by CATL related to the resumption of production of key lithium factories, market sentiment is negative, and there is speculation about whether eight major mines will shut down simultaneously on September 30. From a fundamental perspective, if they shut down, the impact on the total supply will be limited as other sources can provide supplements. From an emotional perspective, if they shut down, it will stimulate market bullish sentiment. In the short term, futures prices are expected to fluctuate, and attention should be paid to the end - of - month time node [2] Group 3: Summary by Relevant Catalogs Lithium Compounds - SMM battery - grade lithium carbonate average price is 73,150, up 300; SMM industrial - grade lithium carbonate average price is 70,900, up 300. The price difference between battery - grade and industrial - grade lithium carbonate is 2,250 [1] Futures Contracts - Lithium carbonate 2510 closing price is 73,500, with a 0% change; 2511 closing price is 73,640, up 0.03%; 2512 closing price is 73,820, down 0.14%; 2601 closing price is 73,800, with a 0% change; 2602 closing price is 73,600, down 0.16% [1] Lithium Ore - Spodumene concentrate (CIF China) price is 857; lithium mica (Li2O: 1.5% - 2.0%) price is 1,105; lithium mica (Li2O: 2.0% - 2.5%) price is 1,815; amblygonite (Li2O: 6% - 7%) price is 6,090; amblygonite (Li2O: 7% - 8%) price is 7,205 [1][2] Cathode Materials - The average price of lithium iron phosphate (power type) is 33,540; the average price of ternary material 811 (polycrystalline/power type) is 146,700; the average price of ternary material 523 (single - crystal/power type) is 119,700; the average price of ternary material 613 (single - crystal/power type) is 124,250 [2] Inventory - Smelter inventory (weekly, tons) is 36,213; downstream inventory (weekly, tons) is 58,279; other inventory (weekly, tons) is 44,020; registered warehouse receipts (daily, tons) is 39,234. The total inventory (weekly, tons) decreased by 1,580 to 138,512 [2] Production Profit - The cash cost of purchasing lithium mica concentrate externally is 77,345, and the profit is - 7,245; the cash cost of purchasing spodumene concentrate externally is 75,311, and the profit is - 3,227 [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 connected vehicle technology, further standardize the competition order of the automotive industry, and promote the healthy development of the automotive industry [2]
碳酸锂数据日报-20250918
Guo Mao Qi Huo·2025-09-18 11:15