Group 1: Report Industry Investment Rating - There is no information provided about the report industry investment rating in the given content Group 2: Core Viewpoints - The price of lithium carbonate is expected to fluctuate weakly, and attention should be paid to the development of the mine shutdown incident in Nigeria [1] - The trend strength of lithium carbonate is 0, indicating a neutral stance [3] Group 3: Summary by Related Catalogs Fundamental Tracking - 2601 Contract: The closing price was 90,760 yuan, down 1,500 yuan compared to the previous trading day; the trading volume was 97,060 lots, down 4,918 lots; the open interest was 208,282 lots, up 5,063 lots [1] - 2605 Contract: The closing price was 92,160 yuan, down 1,540 yuan compared to the previous trading day; the trading volume was 461,507 lots, down 201,951 lots; the open interest was 560,676 lots, up 47 lots [1] - Warehouse Receipts: The number of warehouse receipts was 10,922 lots, up 500 lots compared to the previous trading day [1] - Basis: The basis between the spot and 2601 contract was 2,490 yuan, up 750 yuan compared to the previous trading day; the basis between the spot and 2605 contract was 1,090 yuan, up 790 yuan [1] - Raw Materials: The price of spodumene concentrate (6%, CIF China) was 1,154 yuan, down 8 yuan compared to the previous trading day; the price of lithium mica (2.0%-2.5%) was 2,515 yuan, unchanged [1] - Lithium Salts: The price of battery-grade lithium carbonate was 93,250 yuan, down 750 yuan compared to the previous trading day; the price of industrial-grade lithium carbonate was 90,800 yuan, down 750 yuan [1] Macro and Industry News - The SMM battery-grade lithium carbonate index price was 93,323 yuan/ton, down 862 yuan/ton compared to the previous trading day; the battery-grade lithium carbonate price was 91,600-94,900 yuan/ton, with an average of 93,250 yuan/ton, down 750 yuan/ton; the industrial-grade lithium carbonate price was 90,100-91,500 yuan/ton, with an average of 90,800 yuan/ton, down 750 yuan/ton [2] - The first-phase project of Hunan Zijin Lithium Multi-Metal New Materials Co., Ltd., with an annual output of 30,000 tons of lithium carbonate, has entered the final stage of equipment commissioning, and one production line has been trial-produced [2][3]
碳酸锂:偏弱震荡,关注尼日利亚停矿事件发酵
Guo Tai Jun An Qi Huo·2025-12-08 02:32