碳酸锂数据日报-20251014

Report Industry Investment Rating - No relevant information provided Core View of the Report - In the short term, supply-demand mismatch may occur and push up prices, but in the long term, the pattern of supply surplus remains unchanged. The increase in overall supply is the main factor suppressing futures prices. The fourth quarter is the traditional peak season for new energy vehicles, and the economy of independent energy storage has emerged after the increase in capacity electricity price and the expansion of the spot price difference, with strong installation demand indicated by the increase in tender volume [3] Summary by Related Catalogs Lithium Compounds - SMM battery - grade lithium carbonate has an average price of 73,100 yuan, a decrease of 450 yuan; SMM industrial - grade lithium carbonate has an average price of 70,850 yuan, a decrease of 450 yuan [1] Lithium Ore - Lithium spodumene concentrate (CIF China) has an average price of 829 yuan, a decrease of 10 yuan; lithium mica (Li20:1.5% - 2.0%) has an average price of 1055 yuan, a decrease of 35 yuan; lithium mica (Li20:2.0% - 2.5%) has an average price of 1765 yuan, a decrease of 45 yuan; phospho - lithium - aluminum stone (Li20:6% - 7%) has an average price of 5980 yuan, a decrease of 70 yuan; phospho - lithium - aluminum stone (Li20:7% - 8%) has an average price of 7070 yuan, a decrease of 80 yuan [1][2] Cathode Materials - The average price of lithium iron phosphate (power type) is 33,530 yuan, a decrease of 110 yuan; the average price of ternary material 811 (polycrystalline/power type) is 154,300 yuan, an increase of 1200 yuan; the average price of ternary material 523 (single - crystal/power type) is 125,200 yuan, an increase of 800 yuan; the average price of ternary material 613 (single - crystal/power type) is 131,350 yuan, an increase of 900 yuan [2] Price Differences - The price difference between battery - grade and industrial - grade lithium carbonate is 2250 yuan; the price difference between battery - grade lithium carbonate and the main contract is 820 yuan, an increase of 10 yuan; the price difference between the near - month and the first - continuous contract is - 200 yuan, an increase of 20 yuan; the price difference between the near - month and the second - continuous contract is - 220 yuan, a decrease of 60 yuan [2] Inventory - The total inventory (weekly, tons) is 134,801 tons, a decrease of 2024 tons; the inventory of smelters (weekly, tons) is 34,747 tons, an increase of 1255 tons; the inventory of downstream (weekly, tons) is 59,765 tons, a decrease of 1128 tons; the inventory of others (weekly, tons) is 40,290 tons, a decrease of 2150 tons; the registered warehouse receipts (daily, tons) is 36,718 tons, a decrease of 5951 tons [2] Profit Estimation - The cash cost of外购锂辉石精矿 is 73,403 yuan, and the profit is - 1368 yuan; the cash cost of外购锂云母精矿 is 76,101 yuan, and the profit is - 6050 yuan [3] Industry News - Chinese researchers have solved the problem of interface contact in all - solid - state metal lithium batteries. A research team led by researcher Huang Xuejie from the Institute of Physics, Chinese Academy of Sciences, in collaboration with Huazhong University of Science and Technology and the Ningbo Institute of Materials Technology and Engineering, Chinese Academy of Sciences, has developed an anion regulation technology, which solves the problem of poor contact between the electrolyte and the lithium electrode in all - solid - state metal lithium batteries [3]