碳酸锂：高位震荡，关注市场情绪变化

Report Overview - Report Date: January 8, 2026 [1] - Report Title: Lithium Carbonate: High-level Volatility, Focus on Market Sentiment Changes [1] Industry Investment Rating - No industry investment rating is provided in the report. Core Viewpoints - The report focuses on tracking the fundamental data of lithium carbonate and presenting relevant macro and industry news, but does not put forward a clear core view [1][2][3]. Summary by Directory 1. Fundamental Tracking - Futures Data: The closing prices of the 2601 and 2605 contracts were 139,960 yuan and 142,300 yuan respectively, showing an increase compared to previous periods. The trading volume and open interest of the two contracts also changed significantly. For example, the trading volume of the 2605 contract was 420,407, with an increase of 116,170 compared to the previous day [1]. - Spot and Basis Data: The spot price of battery-grade lithium carbonate was 133,500 yuan, with an increase of 6,000 yuan compared to the previous day. The basis between spot and futures contracts also showed different degrees of change [1]. - Raw Material Data: The prices of lithium spodumene concentrate, lithium mica, and other raw materials all increased to varying degrees. For example, the price of lithium spodumene concentrate (6%, CIF China) was 1,770 yuan, with an increase of 130 yuan compared to the previous day [1]. - Lithium Salt and Related Product Data: The prices of various lithium salts and related products such as battery-grade lithium hydroxide, lithium iron phosphate, and ternary materials also showed different trends. For example, the price of battery-grade lithium hydroxide (micropowder) was 128,300 yuan, with an increase of 6,500 yuan compared to the previous day [1]. 2. Macro and Industry News - Price Increase of Lithium Carbonate: The SMM battery-grade lithium carbonate index price was 132,231 yuan/ton, with a daily increase of 6,226 yuan/ton. The average price of battery-grade lithium carbonate was 133,500 yuan/ton, with an increase of 6,000 yuan/ton compared to the previous day [2]. - Tendering Situation in the Energy Storage Market: In December 2025, the domestic energy storage market completed a total of 22.5GW/55.8GWh of EPC general contracting tendering work for energy storage systems and equipment, with independent energy storage projects accounting for 90%. In addition, 2GWh of DC-side and 2GWh of energy storage cell procurement orders were finalized [3]. 3. Trend Intensity - The trend intensity of lithium carbonate is 0, indicating a neutral state [3].