南华期货碳酸锂数据日报-20260107

1. Report Industry Investment Rating - No information provided in the report 2. Core View of the Report - The report presents a comprehensive analysis of the lithium carbonate market, including futures data, spot data, basis and warehouse receipt data, and cost - profit analysis, providing a detailed picture of the current state of the lithium carbonate industry [1][19][28][36] 3. Summary by Relevant Catalogs 3.1 Futures Data - Lithium Carbonate Futures: The closing price of the main contract was 142,300 yuan/ton, with a daily increase of 4,360 yuan (3.16%) and a weekly increase of 23,480 yuan (19.76%). The trading volume was 420,407 lots, with a daily increase of 116,170 lots (38.18%) and a weekly decrease of 268,357 lots (-38.96%). The open interest was 506,520 lots, with a daily decrease of 28,479 lots (-5.32%) and a weekly decrease of 5,825 lots (-1.14%) [3] - Weighted Index Contract: The closing price was 142,526 yuan/ton, with a daily increase of 4,360 yuan (3.16%) and a weekly increase of 23,174 yuan (19.42%). The trading volume was 737,125 lots, with a daily increase of 201,550 lots (37.63%) and a weekly decrease of 422,948 lots (-36.46%). The open interest was 964,232 lots, with a daily decrease of 32,233 lots (-3.23%) and a weekly increase of 18,663 lots (1.97%) [3] - Spread between Contracts: LC2605 - LC2607 was - 800 yuan/ton, with a daily increase of 120 yuan (17.65%) and a weekly decrease of 340 yuan (-29.82%); LC2605 - LC2609 was - 2,080 yuan/ton, with no daily change (0.00%) and a weekly decrease of 600 yuan (-22.39%); LC2607 - LC2609 was - 1,280 yuan/ton, with a daily decrease of 120 yuan (-8.57%) and a weekly decrease of 260 yuan (-16.88%) [3] - Guangzhou Futures Exchange Lithium Carbonate Warehouse Receipts: There were 25,180 lots, with a daily increase of 2,039 lots (8.81%) and a weekly increase of 6,989 lots (38.42%) [3] 3.2 Spot Data - Lithium Ore: The prices of various types of lithium ore, such as lithium mica (2 - 2.5%), lithium spodumene (3 - 4%, 5 - 5.5%), Brazilian CIF - lithium spodumene (3 - 4%), Australian CIF - lithium spodumene (6%), FASTMARKETS - lithium spodumene (6%), and amblygonite (6 - 7%), all showed varying degrees of increase [19] - Lithium Salts: The prices of industrial - grade lithium carbonate, battery - grade lithium carbonate, industrial - grade lithium hydroxide, battery - grade lithium hydroxide (coarse particles), battery - grade lithium hydroxide CIF CJK, and LH CIF CJK - FASTMARKETS all increased, while the price of hexafluorophosphate lithium decreased by 1.86% [19] - Cell Materials: The prices of energy - storage lithium iron phosphate (2.5g), power - lithium iron phosphate (2.5g), consumer ternary materials (6 - series), and power ternary materials (6 - series) increased, while the prices of iron - lithium energy - storage electrolyte, iron - lithium power electrolyte, and ternary power electrolyte remained unchanged [19] - Exchange Rate: The US dollar to RMB exchange rate was 6.9837, with a daily increase of 0.0003 (0.00%) [19] 3.3 Basis and Warehouse Receipt Data - Basis: The main - continuous basis and near - month contract basis of lithium carbonate are presented in the form of seasonal charts. The brand basis quotes of various lithium carbonate producers are also provided, with no daily change [30][31][32] - Warehouse Receipts: The total number of lithium carbonate warehouse receipts was 25,180 lots, with a daily increase of 2,039 lots. Different warehouses showed different changes in warehouse receipt quantities [34] 3.4 Cost - Profit - Production Profit: The production profit of lithium carbonate from purchased lithium ore (lithium spodumene concentrate with Li₂O:6% and lithium mica concentrate with Li₂O:2.5%) and the production profit of lithium hydroxide by causticizing method and smelting method are presented in the form of charts [37] - Theoretical Delivery Profit: The theoretical delivery profit of lithium carbonate is presented in the form of a chart [38] - Export and Import Profit: The export profit of lithium hydroxide and the import profit of lithium carbonate are presented in the form of a chart [39]