碳酸锂小幅上涨：碳酸锂日报-20260122

Group 1: Report Summary - The main contract LC2605.GFE of lithium carbonate futures closed at 168,780 yuan/ton, up 2,040 yuan/ton from the previous day, showing an upward trend in the past 10 trading days [4]. - The spot price of lithium carbonate was 164,560 yuan/ton, up 3.77% from the previous day, also showing an upward trend in the past 10 trading days [4]. - The current basis was -4,600 points, a negative basis (spot discount), strengthening 1,400 points from the previous day, and the basis has weakened overall in the past 10 trading days [4]. - The registered warehouse receipt volume of lithium carbonate was 28,886 lots, an increase of 230 lots (+0.80%) from the previous day, and the warehouse receipts have increased overall in the past 10 trading days [4]. - Supply - side disturbances have intensified [4]. Group 2: Industry Dynamics - Futures: The closing price of the main contract was 168,780 yuan/ton, up 2,040 yuan/ton from the previous day and 5,560 yuan/ton from the previous week; the settlement price was 169,160 yuan/ton, up 4,580 yuan/ton from the previous day and 8,520 yuan/ton from the previous week [6]. - Lithium - bearing minerals: The price of Australian CIF6 Chinese lithium spodumene concentrate was 2,290 - 2,360 US dollars/ton, with a change of 90 - 80 US dollars/ton from the previous day and 100 - 120 US dollars/ton from the previous week; Brazilian CIF6 Chinese lithium spodumene concentrate was 2,290 - 2,340 US dollars/ton, etc. [6]. - Lithium carbonate and hydroxide: The price of Chinese domestic 99.5% electric lithium carbonate was 164,560 yuan/ton, up 5,980 yuan/ton from the previous day and 5,640 yuan/ton from the previous week; the price of Chinese domestic 56.5% lithium hydroxide was 156,620 yuan/ton, etc. [6]. - Downstream products: The price of ternary precursor (523) was 109,500 yuan/ton, with no change from the previous day but an increase of 3,000 yuan/ton from the previous week; the price of cobalt - acid lithium (≥60%, domestic) was 400,500 yuan/ton, with no change from the previous day but an increase of 4,000 yuan/ton from the previous week [6]. Group 3: Related Charts - Ore and lithium prices: There are charts showing 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 and ternary materials: There are charts showing the prices of manganese - acid lithium, lithium iron phosphate, cobalt - acid lithium, ternary precursors, and ternary materials [11][14][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 lithium carbonate main contract [17][18].