碳酸锂日报：碳酸锂节前情绪释放-20260213

Report Summary 1. Report Industry Investment Rating No relevant information provided. 2. Core View - The supply of lithium carbonate is a combination of domestic production cuts and overseas pulse shipments. The short - term price is suppressed, but the long - term supply - demand pattern remains unchanged [3]. - The demand shows a structural differentiation and is under pressure during the off - season. The power battery demand declines, while the energy storage demand is a bright spot but cannot fully offset the decline in the power battery segment. The long - term demand for new energy vehicles remains resilient [4]. - The de - stocking of the industrial chain continues, and the low inventory provides bottom support for prices. The cost structure differentiation limits the downward price space, and enterprises generally hold a reluctant - to - sell attitude [5]. 3. Summary by Related Catalogs Ore and Lithium Prices - The report presents charts of lithium mica price changes, lithium carbonate futures main contract price, domestic 99.5% electric lithium carbonate price, lithium hydroxide price, lithium carbonate basis, and lithium hydroxide - lithium carbonate price difference [8]. Cathode & Ternary Materials - It includes charts of manganese - acid lithium price, domestic iron phosphate lithium price, cobalt - acid lithium average price, ternary precursor price, and ternary material price [10][14]. Other Relevant Data of Lithium Carbonate Futures - The report shows charts of the change in the main contract trading volume, the change in the main contract open interest, and the registered warehouse receipt volume of lithium carbonate [16][17].