碳酸锂期货日报-20260226

1. Report Industry Investment Rating - No relevant information provided 2. Core View of the Report - The lithium carbonate futures continued to rise, with the total open interest increasing by 23,195 lots and high capital game sentiment. The lithium carbonate price in the industry chain showed an upward trend. After the Spring Festival, the lithium price has been rising significantly, mainly due to strong fundamentals and news stimulation. The suspension of lithium ore exports in Zimbabwe will tighten future lithium ore supply, and it is expected that the lithium price will be more likely to rise than fall in the future [12] 3. Summary According to the Directory 3.1 Market Review and Operation Suggestions - The lithium carbonate futures continued to rise, with the total open interest increasing by 23,195 lots. The steel - linked evening session of electric carbon rose by 9,800 to 165,300 yuan/ton, Australian ore rose by 90 US dollars/ton, lithium mica rose by 125 yuan/ton degree, ternary rose by 5,000 yuan/ton, and lithium iron phosphate rose by 1,200 - 1,250 yuan/ton. After the Spring Festival, the lithium price continued to rise significantly. On February 25, Zimbabwe announced the suspension of all raw ore and lithium concentrate exports, which will lead to a tightening of future lithium ore supply. With the limited output of domestic lithium mica and the importance of Zimbabwean lithium ore as a supplement, it is expected that the lithium price will be more likely to rise than fall in the future [12] 3.2 Industry News - On February 25, Zimbabwe suspended the export of lithium concentrate and raw ore to promote mining companies to establish processing operations in the country. The export ban took effect immediately until further notice. Zimbabwe has one of the largest lithium reserves in Africa and is a major global producer, with an estimated resource volume of 126 million tons. The ban will be lifted only when miners comply with government requirements. Last year, the country said it would ban lithium concentrate exports in 2027 [13] - On February 24, the Inner Mongolia Autonomous Region government issued the 2026 plan for the region's national economic and social development, aiming to accelerate the transformation and upgrading of traditional industries, build 100 - billion - level industrial chains such as dairy, rare earth, non - ferrous metals, modern coal chemical industry, and photovoltaic, and improve the deep - processing level of non - ferrous metals such as aluminum, copper, lead, zinc, magnesium, and lithium [13]