碳酸锂期货日报-20251212

1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoints of the Report - The lithium carbonate futures price is expected to fluctuate. Although the short - term futures price has risen rapidly, the spot price has limited follow - up. The weekly production of lithium carbonate has increased, the social inventory has been reduced but the de - stocking intensity is expected to weaken, and the futures price is supported by the spot price below [11] 3. Summary by Relevant Catalogs 3.1行情回顾与操作建议 (Market Review and Operation Suggestions) - The lithium carbonate futures price increased, and the total open interest rose by 22,591 lots to 1.06 million lots. The spot price of electric carbon increased by 800 to 93,500, and the spot discount in the trading market widened to 2,800. The weekly production of lithium carbonate increased by 59 tons to 21,998 tons, mainly from the lithium spodumene end. The production of lithium carbonate from mica dropped to 2,876 tons. The social inventory decreased by 2,133 tons, and the de - stocking volume declined compared with the previous week [11] 3.2行业要闻 (Industry News) - The US lithium miner Albemarle's direct lithium extraction (DLE) pilot plant in Chile has completed verification, with a lithium recovery rate of over 94% during stable operation, a water reuse rate of up to 85%, and an operation time of over 3,000 hours. The company allocated $30 million for the pilot plant and an additional $216 million for the salt recovery plant at the Atacama salt flat [12] - Domestic lithium battery manufacturers are adjusting prices. Degjia Energy will raise the prices of its battery products by 15% from December 16 due to rising raw material costs. Fuen Technology is communicating with customers about price increases, and some products have already seen price hikes. The industry is experiencing a wave of orders centered on "locking in volume", with tight production capacity and rising prices. Chinese lithium - battery companies are expected to increase their global industrial influence [12][13]