碳酸锂日报:碳酸锂震荡企稳-20260129
Bao Cheng Qi Huo·2026-01-29 10:08

Group 1: Report Summary - The main contract LC2605.GFE closed at 164,820 yuan/ton, down 1,460 yuan/ton from the previous day, showing an upward trend in the past 10 trading days [4]. - The spot price of lithium carbonate was 167,880 yuan/ton, down 2.37% from the previous day, also showing an upward trend in the past 10 trading days [4]. - The current basis was 1,380 points, a positive basis (spot premium), weakening 240 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 30,211 lots, an increase of 245 lots (+0.82%) from the previous day, and the warehouse receipts have increased overall in the past 10 trading days [4]. - The overall industry inventory remained at a relatively low level [4]. Group 2: Industry Dynamics - The main contract closing price of futures was 164,820 yuan/ton, down 1,460 yuan/ton from the previous day and 3,960 yuan/ton from the previous week [6]. - The main contract settlement price was 166,500 yuan/ton, down 3,840 yuan/ton from the previous day and 2,660 yuan/ton from the previous week [6]. - The prices of lithium spodumene concentrates from different regions (Australia, Brazil, Zimbabwe, etc.) showed various changes compared to the previous day and the previous week [6]. - The price of domestic 99.5% electric-grade lithium carbonate was 167,880 yuan/ton, down 4,080 yuan/ton from the previous day but up 3,320 yuan/ton from the previous week [6]. - The prices of domestic lithium hydroxide products also had different changes compared to the previous day and the previous week [6]. - The prices of downstream products such as ternary precursors, electrolytes, and lithium hexafluorophosphate also showed various trends [6]. Group 3: Related Charts - Multiple charts showed the price changes of ore, lithium, cathode materials, ternary materials, and other related products, as well as the changes in trading volume, open interest, and registered warehouse receipts of lithium carbonate futures [8][10][16]

碳酸锂日报:碳酸锂震荡企稳-20260129 - Reportify