碳酸锂：供需格局偏紧，下方空间不深

Group 1: Report Industry Investment Rating - There is no information about the report industry investment rating in the provided content. Group 2: Core Viewpoints of the Report - The supply - demand pattern of lithium carbonate is tight, and the downside space is not deep [1] - The trend strength of lithium carbonate is 0, indicating a neutral view [4] Group 3: Summary Based on Related Catalogs 1. Fundamental Tracking - Lithium Carbonate Fundamental Data: The report provides detailed data on the 2605 and 2607 contracts of lithium carbonate, including closing prices, trading volumes, and open interests. It also shows data on various related products such as lithium salts, raw materials, and downstream products in the industrial chain. For example, the closing price of the 2605 contract is 137,000, with a change of 4,080 compared to T - 1 [2] 2. Macro and Industry News - Automobile Subsidies: Beijing officially released the "Implementation Plan for Automobile Trade - in Subsidies in Beijing in 2026", with two types of subsidies: "scrap - and - replace" and "trade - up". Eligible car - buying consumers can get a maximum subsidy of 20,000 yuan [3][4] - Ningxia's Power Transmission: As of February 7, 2026, Ningxia's cumulative external power transmission exceeded 900 billion kWh, reaching 900.2 billion kWh, further consolidating its position as an important power - output base [4]