碳酸锂：矿权注销影响有限，但情绪或有支撑

Report Summary Industry Investment Rating - No relevant information provided in the documents. Core View - The cancellation of the mining right of Jiangxi Special Electric Machine Co., Ltd. has limited impact, but it may support market sentiment. The company is striving to renew the mining right and is accelerating the preparation for the production of Qiankeng Lithium Mine, which is expected to significantly increase the company's lithium raw material self - sufficiency rate [3]. Summary by Catalog 1. Fundamental Tracking - Futures Market Data: For the 2601 contract, the closing price was 98,740 yuan, a decrease of 360 yuan compared to T - 1; the trading volume was 23,802 lots, a decrease of 10,149 lots; the open interest was 92,657 lots, a decrease of 5,642 lots. For the 2605 contract, the closing price was 100,600 yuan, a decrease of 460 yuan compared to T - 1; the trading volume was 597,317 lots, a decrease of 102,284 lots; the open interest was 666,027 lots, an increase of 3,842 lots [1]. - Basis Data: The basis of spot - 2601 was - 2,890 yuan, an increase of 1,060 yuan compared to T - 1; the basis of spot - 2605 was - 4,750 yuan, an increase of 1,160 yuan compared to T - 1; the basis of 2601 - 2605 was - 1,860 yuan, an increase of 100 yuan compared to T - 1 [1]. - Raw Material Data: The price of lithium spodumene concentrate (6%, CIF China) was 1,248 yuan, an increase of 25 yuan compared to T - 1; the price of lithium mica (2.0% - 2.5%) was 2,700 yuan, an increase of 80 yuan compared to T - 1 [1]. - Lithium Salt Data: The price of battery - grade lithium carbonate was 95,850 yuan, an increase of 700 yuan compared to T - 1; the price of industrial - grade lithium carbonate was 93,350 yuan, an increase of 700 yuan compared to T - 1 [1]. - Related Product Data: The price of lithium iron phosphate (power type) was 39,845 yuan, an increase of 165 yuan compared to T - 1; the price of ternary material 523 (polycrystalline/consumer type) was 158,500 yuan, an increase of 200 yuan compared to T - 1 [1]. 2. Macro and Industry News - The SMM battery - grade lithium carbonate index price was 95,962 yuan/ton, a daily increase of 724 yuan/ton; the average price of battery - grade lithium carbonate was 95,850 yuan/ton, a daily increase of 700 yuan/ton; the average price of industrial - grade lithium carbonate was 93,350 yuan/ton, a daily increase of 700 yuan/ton [2]. - Jiangxi Special Electric Machine Co., Ltd.'s mining right of the Shiziling lithium - bearing porcelain stone mine in Yifeng County, Jiangxi Province is at risk of cancellation. The company has submitted an objection application and is accelerating the preparation for the production of Qiankeng Lithium Mine [3]. 3. Trend Intensity - The trend intensity of lithium carbonate is 0, indicating a neutral view [3].