碳酸锂日报：碳酸锂震荡企稳-20251204
Bao Cheng Qi Huo·2025-12-04 09:35

Group 1: Report Summary - The main contract LC2605.GFE of the lithium carbonate futures market closed at 93,700 yuan/ton, up 40 yuan/ton (+0.04%) from the previous day, showing a downward trend in the past 10 trading days [4]. - The spot price of lithium carbonate was 93,960 yuan/ton, down 0.35% from the previous day, showing an upward trend in the past 10 trading days [4]. - The current basis is 640 points, a positive basis (spot premium), 1,250 points stronger than the previous day, and the basis has been strengthening overall in the past 10 trading days [4]. - The registered warehouse receipt volume of lithium carbonate was 10,422 lots, an increase of 770 lots (+7.98%) from the previous day, and the warehouse receipts have been decreasing overall in the past 10 trading days [4]. - The expectation of partial mine end resumption suppresses prices [4]. Group 2: Industry Dynamics - The main contract closing price of lithium carbonate futures was 93,700 yuan/ton, up 40 yuan from the previous day and down 2,120 yuan from the previous week; the settlement price was 93,320 yuan/ton, down 1,580 yuan from the previous day and down 3,700 yuan from the previous week [6]. - The price range of Australian CIF6 Chinese spodumene concentrate was 1,150 - 1,190 US dollars/ton, down 40 US dollars from the previous day and down 30 US dollars from the previous week [6]. - The price of Chinese domestic lithium carbonate (99.5% electric) was 93,960 yuan/ton, down 330 yuan from the previous day and up 620 yuan from the previous week [6]. Group 3: Related Charts - The report includes charts on ore and lithium prices, such as lithium mica price changes, lithium carbonate futures main price, and lithium hydroxide price [7][8]. - There are also charts on cathode and ternary materials, including manganese - acid lithium price, phosphoric acid iron - lithium price, and ternary material price [10][11]. - Additionally, there are charts on lithium carbonate main contract trading volume, open interest, and registered warehouse receipt volume [16][18].