碳酸锂：拍卖价格支撑叠加供给减量预期，偏强震荡延续

Group 1: Report's Industry Investment Rating - No information provided Group 2: Report's Core View - The price of lithium carbonate continues to fluctuate strongly, supported by the auction price and the expectation of supply reduction [1] - The trend strength of lithium carbonate is 1, indicating a moderately positive outlook [3] Group 3: Summary by Relevant Catalog Fundamental Tracking - Futures Market: The closing prices of the 2605 and 2607 contracts of lithium carbonate were 166,740 and 167,360 yuan/ton respectively, with increases of 6,240 and 6,000 yuan/ton compared to the previous day. The trading volumes of the 2605 and 2607 contracts were 376,418 and 51,781 lots respectively, showing decreases of 74,656 and 21,089 lots compared to the previous day. The open interests of the 2605 and 2607 contracts were 427,928 and 127,298 lots respectively, with increases of 12,577 and 3,861 lots compared to the previous day [1] - Spot Market: The SMM battery - grade lithium carbonate index price was 159,635 yuan/ton, a daily increase of 5,536 yuan/ton. The average price of battery - grade lithium carbonate was 158,500 yuan/ton, up 6,000 yuan/ton from the previous day. The average price of industrial - grade lithium carbonate was 155,000 yuan/ton, also up 6,000 yuan/ton from the previous day [1][2] - Raw Materials: The price of lithium spodumene concentrate (6%, CIF China) was 2,035 yuan/ton, up 50 yuan/ton from the previous day. The price of lithium mica (2.0% - 2.5%) was 4,835 yuan/ton, up 125 yuan/ton from the previous day [1] Macro and Industry News - On January 21, the auction of Albemarle's lithium spodumene concentrate ended. The auctioned item was 16,650 dry tons of 5.49% lithium spodumene concentrate from Wodgina, with an actual transaction price of 16,852 yuan/ton (tax - included, self - pick - up at Zhenjiang Port) [3] - From January 1 - 18, the retail sales of new - energy passenger vehicles in the Chinese market were 312,000 units, a 16% year - on - year decrease and a 52% decrease from the previous month. The wholesale sales were 348,000 units, a 23% year - on - year decrease and a 46% decrease from the previous month [3]