碳酸锂日报:碳酸锂强势运行-20251119
Bao Cheng Qi Huo·2025-11-19 09:27

Group 1: Report Summary - The main contract LC2601.GFE of lithium carbonate futures closed at 99,300 yuan/ton, up 5,780 yuan/ton (+6.18%) from the previous day, showing an upward trend in the past 10 trading days [4]. - The spot price of lithium carbonate was 88,940 yuan/ton, up 1.74% from the previous day, also showing an upward trend in the past 10 trading days [4]. - The current basis was -9,220 points, with a negative basis (spot discount), 2,040 points weaker than the previous day, and the basis has weakened overall in the past 10 trading days [4]. - The registered warehouse receipts of lithium carbonate were 26,766 lots, an increase of 155 lots (+0.58%) from the previous day, and the warehouse receipts have increased overall in the past 10 trading days [4]. - The demand for energy storage cells exceeded expectations [4]. Group 2: Industry Dynamics - Lithium-related product prices showed different changes, with some prices rising compared to the previous day and week, while others remained unchanged [6]. - For example, the price of Australian CIF6 Chinese lithium spodumene concentrate was in the range of $1,180 - $1,240/ton, up $20 - $60 from the previous day and $200 - $210 from the previous week [6]. Group 3: Related Charts - The report includes various charts showing the price trends of lithium mica, lithium carbonate futures, lithium hydroxide, and other products, as well as the basis of lithium carbonate, the price difference between lithium hydroxide and lithium carbonate, etc. [8] - There are also charts for cathode and ternary materials, showing the price trends of manganese acid lithium, lithium iron phosphate, cobalt acid lithium, ternary precursors, and ternary materials [10][14] - Additionally, there are charts for other relevant data of lithium carbonate futures, such as trading volume, open interest, and registered warehouse receipts [16][17]