碳酸锂：库存去化加速叠加仓单持续减少，偏强震荡

Report Summary 1. Report Industry Investment Rating - No specific investment rating provided in the report. 2. Core View - The report focuses on the fundamental data of lithium carbonate, including price, volume, and inventory changes. It also mentions industry news such as production, inventory, and new project shipments. The trend strength of lithium carbonate is rated as "1", indicating a relatively positive outlook [1][3]. 3. Summary by Relevant Catalogs 3.1 Fundamental Tracking - Futures Data: The closing prices of the 2511 and 2601 contracts increased, with the 2511 contract closing at 74,940 and the 2601 at 75,080. The trading volume and open interest of the two contracts showed different trends. The 2511 contract's trading volume decreased, while the 2601 contract's increased. The open interest of the 2511 contract decreased, and the 2601 contract increased. The warehouse receipt volume decreased by 2,620 to 30,456 [1]. - Basis Data: The basis between spot and futures contracts showed certain fluctuations. The basis between the 2511 and 2601 contracts was -140, and the difference between electric carbon and industrial carbon was 2,250 [1]. - Raw Material Data: The prices of lithium spodumene concentrate and lithium mica increased slightly, while the prices of battery - grade and industrial - grade lithium carbonate decreased slightly compared to previous periods [1]. - Lithium Salt and Related Product Data: The prices of some lithium salts and related products, such as battery - grade lithium hydroxide and ternary materials, showed different degrees of change. For example, the price of battery - grade lithium hydroxide (micropowder) decreased by 50 to 78,100 [1]. 3.2 Macro and Industry News - Price Information: The SMM battery - grade lithium carbonate index price was 73,064 yuan/ton, up 27 yuan/ton from the previous working day. The average price of battery - grade lithium carbonate was 73,000 yuan/ton, and industrial - grade lithium carbonate was 70,750 yuan/ton, both unchanged from the previous working day [1][2]. - Production and Inventory: This week, the production of lithium carbonate was 21,066 tons, an increase of 431 tons from last week. The industry - wide inventory was 132,658 tons, a decrease of 2,143 tons from last week [3]. - Project News: On October 14, Hainan Mining's Mali Bougouni lithium mine project held a shipment ceremony for the first batch of lithium concentrate products. 30,000 tons of lithium concentrate will be shipped to Hainan Yangpu Port to supply raw materials for its lithium salt processing project [3]. 3.3 Trend Intensity - The trend intensity of lithium carbonate is rated as "1", indicating a relatively positive outlook within the [-2, 2] range [3].