碳酸锂:高位震荡,关注仓单注册情况
Guo Tai Jun An Qi Huo·2025-12-01 02:14

Report Industry Investment Rating - No information provided in the given content Core Viewpoints - The price of lithium carbonate is in a high-level shock, and attention should be paid to the situation of warehouse receipt registration [1] - The lithium carbonate trend strength is 0, indicating a neutral outlook [5] Summary by Relevant Catalogs Fundamental Tracking - 2601 Contract: The closing price was 94,640 yuan, with an increase compared to previous periods; the trading volume was 143,267, showing a decrease; the open interest was 263,704, also showing a decrease [1] - 2605 Contract: The closing price was 96,420 yuan, with an increase compared to previous periods; the trading volume was 580,962, with a complex change trend; the open interest was 526,998, showing an increase [1] - Electrolyte: The price of electrolyte for ternary power use was 31,250 yuan, and that for lithium iron phosphate use was 29,600 yuan, both showing increases compared to previous periods [2] Macro and Industry News - Lithium Carbonate Price: The SMM battery-grade lithium carbonate index price was 94,314 yuan/ton, with a daily increase of 356 yuan/ton; the average price of battery-grade lithium carbonate was 93,750 yuan/ton, and that of industrial-grade lithium carbonate was 91,300 yuan/ton, both with a daily increase of 450 yuan/ton [3] - Lithium Ore Inventory: As of November 28, the inventory of lithium ore spot ports + warehouses of 30 sample lithium ore traders was 170,000 tons, a decrease of 20,000 tons compared to last week, and the salable inventory was 93,000 tons, a decrease of 10,000 tons compared to last week [5]

碳酸锂:高位震荡,关注仓单注册情况 - Reportify