碳酸锂数据日报-20251020

Group 1: Report Industry Investment Rating - No information provided Group 2: Report's Core View - High demand stimulates downstream to increase lithium carbonate purchases, driving social inventory reduction. The increase in lithium carbonate production may suppress futures prices. In the short - term, supply - demand mismatch pushes up prices [3] Group 3: Summary by Related Catalogs Lithium Compounds - SMM battery - grade lithium carbonate average price is 73,350 with a rise of 350; SMM industrial - grade lithium carbonate average price is 71,100 with a rise of 350 [1] Lithium Ore - Lithium spodumene concentrate (CIF China) average price is 846 with a rise of 17; lithium mica (Li20:1.5% - 2.0%) average price is 1100 with a rise of 50; lithium mica (Li20:2.0% - 2.5%) average price is 1825 with a rise of 70; phospho - lithium - aluminum stone (Li20:6% - 7%) average price is 6400 with a rise of 265; phospho - lithium - aluminum stone (Li20:7% - 8%) average price is 7550 with a rise of 300 [1][2] Futures Contracts - Carbonate lithium 2510 closing price is 75,300 with a 2.23% increase; carbonate lithium 2511 closing price is 75,700 with a 2.55% increase; carbonate lithium 2512 closing price is 75,860 with a 2.4% increase; carbonate lithium 2601 closing price is 75,780 with a 2.32% increase; carbonate lithium 2602 closing price is 75,540 with a 2.39% increase [1] Price Differences - Electric - industrial grade lithium carbonate price difference is 2250; electric carbon - main contract price difference is - 2350 with a change of - 410; near - month - first continuous contract price difference is - 160 with a change of 40; near - month - second continuous contract price difference is - 80 with a change of 60 [2] Inventory - Total inventory (weekly, tons) is 132,658 with a decrease of 2143; smelter inventory (weekly, tons) is 34,283 with a decrease of 464; downstream inventory (weekly, tons) is 57,735 with a decrease of 2030; other inventory (weekly, tons) is 40,640 with an increase of 350; registered warehouse receipts (daily, tons) is 30,686 with an increase of 230 [2] Profit Estimation - Cash cost of purchased lithium spodumene concentrate is 74,442, and the profit is - 2159; cash cost of purchased lithium mica concentrate is 77,485, and the profit is - 7190 [3] Technological Breakthrough - Chinese researchers solved the interface contact problem of all - solid - state metal lithium batteries. The research team developed an anion regulation technology, and the results were published in the journal "Nature - Sustainable Development" [3]