碳酸锂小幅上涨：碳酸锂日报-20251113

1. Report Industry Investment Rating - No relevant content provided 2. Core View of the Report - The price of lithium carbonate has shown a slight increase. The high production volume has met even higher demand, resulting in a stage - shortage pattern. The futures and spot prices of lithium carbonate have both risen in the past 10 trading days, while the basis has weakened, and the registered warehouse receipts have remained generally stable [4]. 3. Summary by Related Catalogs 3.1 Summary of the Abstract - Futures Market: The closing price of the main contract LC2601.GFE was 87,840 yuan/ton, up 1,260 yuan/ton (+1.46%) from the previous day, showing an upward trend in the past 10 trading days [4]. - Spot Market: The spot price of lithium carbonate was 84,370 yuan/ton, up 1.26% from the previous day, also showing an upward trend in the past 10 trading days [4]. - Basis Analysis: The current basis was - 3,990 points, a negative basis (spot discount), 670 points weaker than the previous day, and the basis has generally weakened in the past 10 trading days [4]. - Warehouse Receipt Situation: The registered warehouse receipts of lithium carbonate were 27,508 lots, a decrease of 779 lots (-2.75%) from the previous day, and the warehouse receipts have been generally stable in the past 10 trading days [4]. - Supply - Demand Relationship: High production has met even higher demand, resulting in a stage - shortage pattern [4]. 3.2 Summary of Industrial Dynamics - Futures: The closing price of the main contract was 87,840 yuan/ton, up 1,260 yuan from the previous day and 7,340 yuan from the previous week; the settlement price was 88,360 yuan/ton, up 1,720 yuan from the previous day and 8,640 yuan from the previous week [6]. - Lithium Concentrate: The price of Australian CIF6 Chinese lithium spodumene concentrate was 1,040 - 1,080 US dollars/ton, up 60 - 50 US dollars from the previous day and 140 - 130 US dollars from the previous week; the price of Brazilian CIF6 Chinese lithium spodumene concentrate was 1,020 - 1,060 US dollars/ton, up 80 - 60 US dollars from the previous day and 160 - 140 US dollars from the previous week; etc. [6]. - Lithium Mica: The prices of various grades of lithium mica in the Chinese market remained unchanged compared with the previous day and the previous week [6]. - Lithium Carbonate and Lithium Hydroxide: The price of domestic 99.5% electric lithium carbonate was 84,370 yuan/ton, up 1,050 yuan from the previous day and 4,030 yuan from the previous week; the price of domestic 56.5% lithium hydroxide was 76,200 yuan/ton, up 160 yuan from the previous day and 580 yuan from the previous week [6]. - Ternary Materials and Related Products: The prices of most ternary precursors and ternary materials remained unchanged compared with the previous day and the previous week [6]. 3.3 Summary of Related Charts - Ore and Lithium Price Charts: Include lithium mica price change chart, lithium carbonate futures main price chart, lithium carbonate and lithium hydroxide price charts, lithium carbonate basis chart, and lithium hydroxide - lithium carbonate price difference chart [8]. - Cathode & Ternary Material Charts: Include manganese - acid lithium price chart, iron - phosphate lithium price chart, cobalt - acid lithium price chart, ternary precursor price chart, and ternary material price chart [11]. - Other Related Data Charts of Lithium Carbonate Futures: Include the main contract trading volume change chart, main contract holding volume change chart, and registered warehouse receipt volume chart of lithium carbonate [14].