供需仍然偏紧，碳酸锂盘中大涨

Group 1: Report Industry Investment Rating - Not provided Group 2: Core View of the Report - The current supply and demand of lithium carbonate are still tight, with the price rising sharply during intraday trading. The price increase is mainly due to the strong supply - demand fundamentals, the expectation of a continued tight - balance situation after the holiday, and the pre - layout of funds with improved sentiment [2]. Group 3: Summary by Related Contents New Dynamics and Reasons - The price of lithium carbonate rose sharply during intraday trading today, with the main contract rising more than 5%. The reasons are strong supply - demand fundamentals, the expected continuation of the tight - balance situation after the holiday, and pre - layout by funds [2]. Fundamental Situation - Currently, the fundamentals of lithium carbonate are still strong despite marginal weakening, and the impact of macro sentiment has decreased. In January - February, both supply and demand sides face production suspension for maintenance by some enterprises, maintaining a tight balance overall. Social inventory is expected to continue to decline, but supply and demand are weakening marginally. In January 2020, the new - energy vehicle wholesale volume of national passenger - car manufacturers was about 900,000, a year - on - year increase of 1%. On February 6, the inventory of available imported ore was 282,000 tons, an increase of 87,000 tons compared to a month ago. In March, the demand - side production schedule is expected to be good, and the supply side will see a significant increase in imports. Before downstream resumption of production, a tight - balance situation is expected to continue [3]. Summary and Strategy - Currently, the supply - demand of lithium carbonate is strong, social inventory is continuously decreasing, and the price has an upward driving force. However, due to high macro uncertainties during the Spring Festival, it is recommended to temporarily exit the market and participate cautiously [4]