Report Summary 1. Report Industry Investment Rating No information provided regarding the report industry investment rating. 2. Core View of the Report - The lithium carbonate market is strongly operating. The main contract LC2605.GFE in the futures market closed at 156,060 yuan/ton, up 12,640 yuan/ton from the previous day, showing an upward trend in the past 10 trading days. The spot price of lithium carbonate was 152,120 yuan/ton, up 8.63% from the previous day, also showing an upward trend in the past 10 trading days. The current basis is -3300 points, a negative basis (spot discount), 160 points weaker than the previous day, and the basis has strengthened overall in the past 10 trading days. The registered warehouse receipt volume of lithium carbonate is 25,970 lots, an increase of 610 lots (+2.41%) from the previous day, and the warehouse receipts have increased overall in the past 10 trading days. The reduction of the tax refund rate has led to the front - loading of short - term demand for lithium carbonate [4]. 3. Summary by Relevant Catalogs 3.1 Industry Dynamics - Futures Market: The closing price of the main contract was 156,060 yuan/ton, up 12,640 yuan/ton from the previous day and 26,080 yuan/ton from 5 trading days ago; the settlement price was 155,420 yuan/ton, up 12,240 yuan/ton from the previous day and 28,860 yuan/ton from 5 trading days ago [6]. - Lithium Ore Prices: The prices of lithium spodumene and lithium mica from different origins have changed to varying degrees. For example, the price of Australian CIF6 Chinese lithium spodumene concentrate is 2040 - 2150 US dollars/ton, with an increase of 85 - 105 US dollars/ton from the previous day and 470 - 500 US dollars/ton from 5 trading days ago. The average price of lithium mica in the Chinese market has also increased [6]. - Lithium Salt Prices: The price of domestic 99.5% electric lithium carbonate was 152,120 yuan/ton, up 12,080 yuan/ton from the previous day and 32,590 yuan/ton from 5 trading days ago; the price of domestic 56.5% lithium hydroxide was 143,030 yuan/ton, up 10,990 yuan/ton from the previous day and 32,140 yuan/ton from 5 trading days ago [6]. - Downstream Product Prices: The prices of some downstream products such as ternary precursors, ternary materials, and cobalt acid lithium have changed. For example, the price of the ternary precursor (523) was 106,500 yuan/ton, unchanged from the previous day but up 10,000 yuan/ton from 5 trading days ago [6]. 3.2 Related Charts - Ore and Lithium Prices: There are charts showing the price changes of lithium mica, lithium carbonate futures, lithium carbonate, lithium hydroxide, lithium carbonate basis, and the price difference between lithium hydroxide and lithium carbonate [8]. - Cathode & Ternary Materials: There are charts presenting the prices of manganese acid lithium, lithium iron phosphate, cobalt acid lithium, ternary precursors, and ternary materials [10][13][15]. - Other Related Data of Lithium Carbonate Futures: There are charts showing the changes in the trading volume, open interest, and registered warehouse receipt volume of the main lithium carbonate contract [18][19].
碳酸锂日报：碳酸锂强势运行-20260112
Bao Cheng Qi Huo·2026-01-12 10:03