碳酸锂：周度库存去库，关注节前资金行为-20260213

1. Report Industry Investment Rating - No information about the report industry investment rating is provided in the given content. 2. Core Viewpoints of the Report - The report focuses on the weekly inventory reduction of lithium carbonate and suggests paying attention to pre - holiday capital behavior [1] - The trend strength of lithium carbonate is 0, indicating a neutral view [4] 3. Summary by Relevant Catalogs 3.1 Fundamental Tracking - Futures Market Data: - For the 2605 contract, the closing price is 149,420, with a change of - 840 compared to the previous period. The trading volume is 304,798, a decrease of 47,079. The open interest is 353,975, a decrease of 2,556 [2] - For the 2607 contract, the closing price is 149,400, a change of - 1,300. The trading volume is 34,962, an increase of 157. The open interest is 90,299, an increase of 511 [2] - The warehouse receipt volume is 37,282, an increase of 1,755 [2] - Basis Data: - The basis of spot - 2605 is - 6,920, with a change of 5,340. The basis of spot - 2607 is - 6,900, with a change of 5,800. The basis of 2605 - 2607 is 20, with a change of 460 [2] - Raw Material and Lithium Salt Data: - The price of lithium spodumene concentrate (6%, CIF China) is 2,000, an increase of 63. The price of lithium mica (2.0% - 2.5%) is 4,575, an increase of 160 [2] - The price of battery - grade lithium carbonate is 142,500, an increase of 4,500. The price of industrial - grade lithium carbonate is 139,000, an increase of 4,500 [2] - The price of battery - grade lithium hydroxide (micronized powder) is 143,000, an increase of 2,000. The price of battery - grade lithium hydroxide (CIF) is 17,300, an increase of 50 [2] - The price of lithium iron phosphate (power type) is 51,710, an increase of 1,090. The price of lithium iron phosphate (mid - high - end energy storage type) is 50,175, an increase of 1,085. The price of lithium iron phosphate (low - end energy storage type) is 46,720, an increase of 1,060 [2] - The price of ternary material 523 (polycrystalline/consumer type) is 185,000, an increase of 1,600. The price of ternary material 622 (polycrystalline/consumer type) is 179,150, an increase of 1,000. The price of ternary material 811 (polycrystalline/power type) is 200,450, an increase of 700 [2] - The price of lithium hexafluorophosphate is 125,000, with no change. The price of electrolyte (for ternary power) is 32,750, with no change. The price of electrolyte (for lithium iron phosphate) is 31,000, with no change [2] 3.2 Macro and Industry News - According to SMM statistics, the weekly production of lithium carbonate is 20,180 tons, a decrease of 560 tons compared to the previous week. The weekly inventory of lithium carbonate is 102,932 tons, a decrease of 2,531 tons [3] - The Sichuan Provincial Development and Reform Commission and the Department of Finance issued a notice on the implementation of large - scale equipment renewal and consumer goods trade - in policies in 2026. It supports automobile replacement and provides subsidies for personal consumers who trade in their passenger cars and purchase eligible new energy or fuel - powered passenger cars [4]