碳酸锂弱势运行：碳酸锂日报-20260202

Report Industry Investment Rating - No relevant content provided 2. Core View of the Report - The lithium carbonate market is operating weakly. The closing price of the main contract LC2605.GFE in the futures market is 132,440 yuan/ton, down 15,760 yuan/ton from the previous day, showing a downward trend in the past 10 trading days. The spot price of lithium carbonate is 155,380 yuan/ton, down 3.14% from the previous day, showing an upward trend in the past 10 trading days. The current basis is 13,840 points, a positive basis (spot premium), strengthening by 7,410 points from the previous day, and the basis has strengthened overall in the past 10 trading days. The registered warehouse receipt volume of lithium carbonate is 32,241 lots, an increase of 1,610 lots (+5.26%) from the previous day, and the warehouse receipts have increased overall in the past 10 trading days. Pre - holiday stocking is basically completed [4]. 3. Summary by Directory 3.1 Industry Dynamics - Futures and Spot Prices: The closing price of the main futures contract is 132,440 yuan/ton, down 15,760 yuan/ton from the previous day and 33,240 yuan/ton from the previous week. The settlement price is 141,540 yuan/ton, down 12,440 yuan/ton from the previous day and 35,400 yuan/ton from the previous week. The price of Australian CIF6 China lithium spodumene concentrate is in the range of 2,070 - 2,130 US dollars/ton, with a decrease compared to the previous week. The price of Brazilian CIF6 China lithium spodumene concentrate is in the range of 2,060 - 2,120 US dollars/ton, also with a decrease compared to the previous week. The price of Zimbabwe CIF6 China lithium spodumene concentrate is in the range of 2,040 - 2,120 US dollars/ton, with a decrease compared to the previous week. The price of Mali CIF6 China lithium spodumene concentrate is in the range of 2,100 - 2,200 US dollars/ton, with little change from the previous day and a decrease compared to the previous week. The price of South African CIF China lithium spodumene raw ore is in the range of 330 - 390 US dollars/ton, with little change from the previous day and a decrease compared to the previous week. The price of domestic 99.5% electric - grade lithium carbonate is 155,380 yuan/ton, down 5,030 yuan/ton from the previous day and 26,240 yuan/ton from the previous week. The price of domestic 56.5% lithium hydroxide is 151,920 yuan/ton, down 5,960 yuan/ton from the previous day and 17,200 yuan/ton from the previous week [6]. - Downstream Product Prices: The price of ternary precursor (523) is 110,500 yuan/ton, with no change from the previous day and the previous week. The price of ternary precursor (622) is 111,000 yuan/ton, with no change from the previous day and the previous week. The price of ternary precursor (111) is 129,000 yuan/ton, with no change from the previous day. The price of domestic 111 - type ternary material for power is 191,000 yuan/ton, down 2,000 yuan/ton from the previous day and 6,000 yuan/ton from the previous week. The price of domestic 5 - series (523) ternary material for power is 189,500 yuan/ton, down 2,000 yuan/ton from the previous day and 6,000 yuan/ton from the previous week. The price of electrolyte (lithium manganate) is 55,000 yuan/ton, down 1,000 yuan/ton from the previous day and up 2,500 yuan/ton from the previous week. The average price of domestic cobalt - acid lithium (≥60%) is 400,500 yuan/ton, with no change from the previous day and the previous week. The price of lithium hexafluorophosphate is 132,500 yuan/ton, down 5,500 yuan/ton from the previous day and the previous week [6]. 3.2 Related Charts - Ore and Lithium Prices: The report provides charts on the price changes of lithium mica, the main futures price of lithium carbonate, the price of domestic 99.5% electric - grade lithium carbonate, the price of lithium hydroxide, the basis of lithium carbonate, and the price difference between lithium hydroxide and lithium carbonate [8]. - Cathode & Ternary Materials: Charts show the prices of manganese - acid lithium (low - capacity type, domestic), domestic lithium iron phosphate, domestic cobalt - acid lithium (≥60%), ternary precursor, and ternary materials [10][12]. - Other Related Data of Lithium Carbonate Futures: Charts display the changes in the trading volume, open interest, and registered warehouse receipt volume of the main lithium carbonate futures contract [16][17].