碳酸锂：复产消息反复，宽幅震荡

Group 1 - Report Core View - The price of lithium carbonate is experiencing wide - range fluctuations due to repeated news of production resumption [1] - The Australian government has increased the household energy storage subsidy budget from 23 billion Australian dollars (about 10.776 billion RMB) to 72 billion Australian dollars (about 33.73 billion RMB), aiming to help over 2 million people install household energy storage by 2030 and achieve about 40GWh of new installed capacity on the user - side [3] - The trend strength of lithium carbonate is 0, indicating a neutral outlook [3] Group 2 - Industry - related Data Futures Market - For the 2601 contract, the closing price is 99,100 yuan, the trading volume is 33,951, and the open interest is 98,299 [1] - For the 2605 contract, the closing price is 101,060 yuan, the trading volume is 699,601, and the open interest is 662,185 [1] - The warehouse receipt volume is 15,260 lots [1] Basis - The basis of spot - 2601 is - 3,950 yuan, spot - 2605 is - 5,910 yuan, and 2601 - 2605 is - 1,960 yuan [1] Raw Materials - The price of spodumene concentrate (6%, CIF China) is 1,223 yuan, and lithium mica (2.0% - 2.5%) is 2,620 yuan [1] Lithium Salts - The price of battery - grade lithium carbonate is 95,150 yuan, industrial - grade lithium carbonate is 92,650 yuan, battery - grade lithium hydroxide (micropowder) is 88,300 yuan [1] Other Products - The price of lithium iron phosphate (power type) is 39,680 yuan, lithium iron phosphate (mid - high - end energy storage type) is 38,120 yuan, and lithium iron phosphate (low - end energy storage type) is 34,810 yuan [1] Group 3 - Industry News - SMM's battery - grade lithium carbonate index price is 95,238 yuan/ton, with an increase of 657 yuan/ton compared to the previous working day. The average price of battery - grade lithium carbonate is 95,150 yuan/ton, and that of industrial - grade lithium carbonate is 92,650 yuan/ton, both increasing by 650 yuan/ton compared to the previous working day [2]