碳酸锂：短期市场情绪扰动为主

1. Report Industry Investment Rating - No information provided. 2. Core View of the Report - The short - term market for lithium carbonate is mainly affected by sentiment disturbances [1]. 3. Summary by Relevant Catalogs 3.1 Lithium Carbonate Fundamental Data - For the 2605 contract, the closing price is 155,860, the volume is 300,505, and the open interest is 332,374. Compared with different time points (T - 1, T - 5, etc.), there are corresponding price, volume, and open - interest changes [2]. - For the 2607 contract, the closing price is 155,700, the volume is 41,592, and the open interest is 92,979, with corresponding changes compared to other time points [2]. - The basis data shows differences between spot and futures contracts, and between different futures contracts, such as the spot - 2605 being 140, and the 2605 - 2607 being 160 [2]. - In the raw material section, the price of lithium spodumene concentrate (6%, CIF China) is 2,155, and that of lithium mica (2.0% - 2.5%) is 5,190 [2]. - In the lithium salt section, the price of battery - grade lithium carbonate is 156,000, and industrial - grade lithium carbonate is 152,500 [2]. - In the consumption - related products section, the price of ternary material 523 (polycrystalline/consumer - type) is 190,500, and that of six - fluorophosphate lithium is 119,500 [2]. 3.2 Macro and Industry News - The Fujian Provincial Department of Industry and Information Technology and other five departments have issued the "Fujian Provincial Electric Ship Industry Development Action Plan (2026 - 2028)". By 2028, the annual manufacturing capacity of electric ships will reach 50, with a cumulative operation of 150 ships, and the full - industry chain scale will reach 5 billion yuan [3][4]. - In November 2025, Envision AESC Technology (Jiangsu) Co., Ltd. and Envision Ruitai Power Technology (Shanghai) Co., Ltd. applied for a patent related to the preparation method of solid - state electrolyte, solid - state electrolyte, and all - solid - state battery [4]. 3.3 Trend Intensity - The trend intensity of lithium carbonate is 0, with a range of [-2, 2] for the value, representing a neutral view [4].