碳酸锂日报：碳酸锂震荡企稳-20260119

1. Report Industry Investment Rating - No relevant information provided 2. Core View of the Report - The main contract LC2605.GFE of lithium carbonate futures closed at 147,260 yuan/ton, up 1,060 yuan/ton from the previous day, showing an upward trend in the past 10 trading days [4]. - The spot price of lithium carbonate was 150,920 yuan/ton, down 4.39% from the previous day, also showing an upward trend in the past 10 trading days [4]. - The current basis was 3,660 points, with a positive basis (spot premium), which weakened by 1,070 points from the previous day, and the basis strengthened overall in the past 10 trading days [4]. - The registered warehouse receipt volume of lithium carbonate was 27,698 lots, an increase of 240 lots (+0.87%) from the previous day, and the warehouse receipts increased overall in the past 10 trading days [4]. - Market expectations of a slowdown in the terminal demand growth rate of new - energy vehicles are rising [4]. 3. Summary by Relevant Catalogs 3.1 Industry Dynamics - Futures: The closing price and settlement price of the main futures contract were 147,260 yuan/ton, up 1,060 yuan/ton and down 5,860 yuan/ton from the previous day respectively, and down 8,800 yuan/ton and 8,160 yuan/ton from the previous week [6]. - Lithium Concentrate: The prices of Australian, Brazilian, Zimbabwean, and Malian CIF6 China lithium concentrate decreased compared to the previous week, while the price of South African CIF China lithium ore remained stable [6]. - Lithium Mica: The prices of various grades of lithium mica in China decreased compared to the previous day and increased compared to the previous week [6]. - Lithium Carbonate and Lithium Hydroxide: The price of domestic 99.5% electric lithium carbonate was 150,920 yuan/ton, down 6,930 yuan/ton from the previous day and 1,200 yuan/ton from the previous week; the price of domestic 56.5% lithium hydroxide decreased, and the price difference between lithium hydroxide and lithium carbonate increased [6]. - Ternary Materials and Related Products: The prices of ternary precursors (523, 622, 111) remained unchanged from the previous day and increased from the previous week; the prices of some ternary materials decreased from the previous day and increased from the previous week; the price of electrolyte (manganese - acid lithium) remained unchanged from the previous day and increased from the previous week; the price of cobalt - acid lithium remained unchanged from the previous day and increased from the previous week; the price of hexa - fluorophosphoric acid remained unchanged from the previous day and decreased from the previous week [6]. 3.2 Related Charts - Ore and Lithium Prices: Charts show the price changes of lithium mica, lithium carbonate futures, lithium carbonate spot, lithium hydroxide, lithium carbonate basis, and the price difference between lithium hydroxide and lithium carbonate [8]. - Cathode & Ternary Materials: Charts show the price changes of manganese - acid lithium, iron - phosphate lithium, cobalt - acid lithium, ternary precursors, and ternary materials [11]. - Other Related Data of Lithium Carbonate Futures: Charts show the changes in the trading volume, open interest, and registered warehouse receipt volume of the main lithium carbonate futures contract [15][16].