碳酸锂：现货偏紧，偏强震荡预计延续

Group 1: Report Core View - The spot supply of lithium carbonate is tight, and the upward - oscillating trend is expected to continue [1] - The trend strength of lithium carbonate is 1, indicating a relatively strong market sentiment [4] Group 2: Fundamental Data Futures Contracts - 2511 contract: The closing price is 75,700, the trading volume is 169,108, and the open interest is 138,434. Compared with different time points (T - 1, T - 5, etc.), there are corresponding changes in price, volume, and open interest [2] - 2601 contract: The closing price is 75,940, the trading volume is 188,791, and the open interest is 293,283. Similar to the 2511 contract, there are changes compared with different time points [2] Basis and Other Data - Spot - 2511 is - 1,700, and Spot - 2601 is - 1,940. The basis between 2511 and 2601 is - 240. The difference between electric carbon and industrial carbon is 2,250, and Spot - CIF is 7,043 [2] Raw Materials and Lithium Salts - Lithium spodumene concentrate (6%, CIF China) is 851, lithium mica (2.0% - 2.5%) is 1,825. Battery - grade lithium carbonate is 74,000, and industrial - grade lithium carbonate is 71,750. There are also prices and price changes for other lithium salts and related products [2] Group 3: Macro and Industry News - SMM's battery - grade lithium carbonate index price is 73,991 yuan/ton, up 642 yuan/ton from the previous working day. The average price of battery - grade lithium carbonate is 74,000 yuan/ton, up 650 yuan/ton, and the average price of industrial - grade lithium carbonate is 71,750 yuan/ton, up 650 yuan/ton [3] - In September, China imported 19,597 tons of lithium carbonate, a 10% decrease from the previous month but a 20% increase year - on - year. Exports were 151 tons, a 59% decrease from the previous month and a 9% decrease year - on - year [3][4]