碳酸锂：市场情绪回暖，盘面表现偏强

Report Summary 1. Industry Investment Rating - Not provided in the report 2. Core Viewpoint - The market sentiment of lithium carbonate has recovered, and the market performance is relatively strong [1] 3. Summary by Relevant Catalogs 3.1 Fundamental Tracking - Futures Market Data: The closing prices, trading volumes, and open interests of the 2605 and 2607 contracts of lithium carbonate are presented, along with changes compared to different time points (T - 1, T - 5, etc.). For example, the 2605 contract's closing price is 148,100, with a change of -31,500 compared to T - 5 [2] - Basis and Price Differences: Data on basis (e.g., spot - 2605, 2605 - 2607) and price differences between different lithium products (e.g., electric carbon - industrial carbon, spot - CIF) are provided [2] - Raw Material and Lithium Salt Prices: Prices of lithium raw materials (lithium spodumene concentrate, lithium mica) and various lithium salts (battery - grade lithium carbonate, industrial - grade lithium carbonate, etc.) are given, along with their changes over time [2] - Downstream Product Prices: Prices of downstream products in the lithium industry chain, such as ternary materials, phosphoric acid iron lithium, and six - fluorophosphate lithium, are presented, along with their price changes [2] 3.2 Macro and Industry News - Shanghai's Industrial Development Plan: Shanghai will deepen the construction of an international economic center, carry out technological transformation and production line upgrades in industries like petrochemical and steel, and promote the development of industries such as intelligent connected new energy vehicles and marine economy. It will also improve cross - border financial service facilitation [3][4] - Project Completion: The "250,000 tons/year electrolyte solvent project" of Lihuayi Weiyuan Chemical Co., Ltd. has been fully put into production and produced qualified products [4] 3.3 Trend Intensity - The trend strength of lithium carbonate is 0, indicating a neutral view, with the range of trend strength being [-2, 2] [4]