碳酸锂数据日报-20260113

Group 1: Report Industry Investment Rating - No relevant content provided Group 2: Report's Core View - On the demand side, the number of maintenance shutdowns in the material sector increased in January, with a month - on - month decline in production, but the prosperity was higher than in previous years. On the supply side, production scheduling decreased in January, and no large - scale production increase was seen. Weekly data showed a small increase in production and a slight inventory accumulation, indicating obvious off - season characteristics. Coupled with a large short - term increase and a large number of profit - taking positions, lithium prices may fluctuate in the short term [2] Group 3: Summary by Related Catalog Lithium Compounds - SMM battery - grade lithium carbonate had an average price of 152,000 with a 12,000 increase; SMM industrial - grade lithium carbonate had an average price of 148,500 with a 12,000 increase [1] Lithium Futures Contracts - Lithium carbonate 2601 had a closing price of 146,000 with a 3.94% increase; lithium carbonate 2602 had a closing price of 153,440 with an 8.99% increase; lithium carbonate 2603 had a closing price of 153,900 with an 8.99% increase; lithium carbonate 2604 had a closing price of 156,660 with an 8.99% increase; lithium carbonate 2605 had a closing price of 156,060 with a 9% increase [1] Lithium Ore - Lithium spodumene concentrate (CIF China, Li20: 5.5% - 6%) had an average price of 1,980 with a 100 increase; lithium mica (Li20: 1.5% - 2.0%) had an average price of 3015 with a 250 increase; lithium mica (Li20: 2.0% - 2.5%) had an average price of 4640 with a 400 increase; phospho - lithium - aluminum stone (Li20: 6% - 7%) had an average price of 15,900 with a 1575 increase; phospho - lithium - aluminum stone (Li20: 7% - 8%) had an average price of 17,650 with a 1575 increase [1][2] Cathode Materials - Lithium iron phosphate (power type) had an average price of 53,770 with a 3,015 increase; ternary material 811 (polycrystalline/power type) had an average price of 200,500 with a 9,600 increase; ternary material 523 (single - crystal/power type) had an average price of 177,500 with a 7,300 increase; ternary material 613 (single - crystal/power type) had an average price of 178,900 with an 8,200 increase [2] Price Spreads - The price spread between battery - grade and industrial - grade lithium carbonate was 3,500; the spread between battery - grade lithium carbonate and the main contract production was - 640 with a - 4,060 change; the spread between the near - month and the first - continuous contract was 120 with a - 460 change; the spread between the near - month and the second - continuous contract was - 3,220 with a - 1,020 change [2] Inventory - The total inventory (weekly, tons) was 109,942 with a 337 increase; the smelter inventory (weekly, tons) was 18,382 with a 715 increase; the downstream inventory (weekly, tons) was 36,540 with a - 2,458 change; the other inventory (weekly, tons) was 55,020 with a 2,080 increase; the registered warehouse receipts (daily, tons) were 610 [2] Profit Estimation - The cash cost of purchasing lithium spodumene concentrate externally was 145,425, and the profit was 4,535; the cash cost of purchasing lithium mica concentrate externally was 142,007, and the profit was 4,483 [2] Industry News - The Ministry of Industry and Information Technology led a warning on the irrational competition in the lithium battery industry, and more than a dozen leading enterprises participated. On January 7, four departments jointly held a symposium on the power and energy - storage battery industry to regulate the competition order. 16 companies were convened, including 13 battery enterprises and 3 system integrators, and two industry associations participated [2]