碳酸锂日报：碳酸锂强势运行-20260224

Group 1: Report Overview - Report Title: "Carbonate Lithium | Daily Report" [3] - Report Date: February 24, 2026 [3] - Author: Long Aoming [2] Group 2: Core Views - The main contract LC2605.GFE closed at 164,120 yuan/ton, up 11,480 yuan/ton from the previous day, showing an upward trend in the past 10 trading days [4] - The spot price of lithium carbonate was 152,080 yuan/ton, up 5.77% from the previous day, showing a volatile trend in the past 10 trading days [4] - The current basis was -8,920 points, a negative basis (spot discount), 4,260 points weaker than the previous day, and the basis has weakened overall in the past 10 trading days [4] - The registered warehouse receipt volume of lithium carbonate was 38,855 lots, an increase of 96 lots (+0.25%) from the previous day, and the warehouse receipts have increased overall in the past 10 trading days [4] - The supply-demand tight pattern continued to strengthen [4] Group 3: Industry Dynamics - Futures Market: The closing price of the main contract was 149,420 yuan/ton, down 840 yuan/ton from the previous day and up 16,640 yuan/ton from the previous week; the settlement price was 149,340 yuan/ton, up 5,200 yuan/ton from the previous day and up 12,620 yuan/ton from the previous week [6] - Lithium Concentrate: The prices of Australian, Brazilian, Zimbabwean, Malian, and South African lithium concentrate CIF to China remained unchanged from the previous day, with varying decreases compared to the previous week [6] - Lithium Compounds: The price of domestic 99.5% electric lithium carbonate was 142,590 yuan/ton, up 4,470 yuan/ton from the previous day and down 1,290 yuan/ton from the previous week; the price of domestic 56.5% lithium hydroxide was 136,620 yuan/ton, up 2,000 yuan/ton from the previous day and down 3,290 yuan/ton from the previous week [6] - Downstream Products: The prices of some downstream products such as ternary precursors, ternary materials, and electrolytes remained unchanged, while the average price of domestic cobalt acid lithium (≥60%) was 400,500 yuan/ton and remained unchanged [6] Group 4: Related Charts - Ore and Lithium Prices: Included price change charts for lithium mica, lithium carbonate futures, lithium carbonate, lithium hydroxide, lithium carbonate basis, and lithium hydroxide - lithium carbonate spread [8] - Cathode & Ternary Materials: Included price charts for manganese acid lithium, lithium iron phosphate, cobalt acid lithium, ternary precursors, and ternary materials [10][12] - Carbonate Lithium Futures Other Related Data: Included charts for the trading volume, open interest, and registered warehouse receipt volume of the lithium carbonate futures main contract [15][16]