碳酸锂：市场情绪向好，短期高位运行

Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints of the Report - The sentiment in the lithium carbonate market is positive, and prices are expected to remain high in the short term [1] Group 3: Summary by Relevant Catalogs Fundamental Tracking - Futures Market Data: The closing price of the 2601 contract was 106,820, with a trading volume of 56,079 and an open interest of 79,454; the closing price of the 2605 contract was 108,620, with a trading volume of 1,158,611 and an open interest of 668,589 [1] - Warehouse Receipt Volume: The warehouse receipt volume was 15,636 hands [1] - Basis Data: The basis of spot - 2601 was -9,770, spot - 2605 was -11,570, 2601 - 2605 was -1,800, electric carbon - industrial carbon was 2,600, and spot - CIF was 18,218 [1] - Raw Material Prices: The price of lithium spodumene concentrate (6%, CIF China) was 1,320, and the price of lithium mica (2.0% - 2.5%) was 2,785 [1] - Lithium Salt Prices: The price of battery - grade lithium carbonate was 97,050, industrial - grade lithium carbonate was 94,450, battery - grade lithium hydroxide (micropowder) was 90,100, etc [1] - Consumption - Related Product Prices: The prices of various ternary materials, lithium iron phosphate, hexafluorophosphate, and electrolytes are provided, such as the price of ternary material 523 (polycrystalline/consumer - type) was 158,750 [1] Macro and Industry News - SMM's battery - grade lithium carbonate index price was 97,171 yuan/ton, with an increase of 1,209 yuan/ton compared to the previous working day; the average price of battery - grade lithium carbonate was 97,050 yuan/ton, up 1,200 yuan/ton, and the average price of industrial - grade lithium carbonate was 94,450 yuan/ton, up 1,100 yuan/ton [2] - In December 17, 2025, due to environmental protection reasons and poor air quality in Hubei, some phosphorus chemical enterprises in Yichang and Jingmen reduced production or shut down, which will affect the supply of key upstream materials for new - energy batteries and may spread to downstream and terminal markets [2][3] Trend Intensity - The trend intensity of lithium carbonate is 0, indicating a neutral view [3]