南华期货碳酸锂数据日报-20260310

1. Report Industry Investment Rating - No information provided in the report. 2. Core Viewpoints of the Report - The report comprehensively presents the latest data and trends of the lithium carbonate market, including futures data, spot data, basis and warehouse receipt data, as well as cost - profit data, to assist investors in understanding the market situation [2][14][22][30]. 3. Summary by Relevant Catalogs 3.1 Futures Data - Price Range and Volatility: The strong support level of the lithium carbonate main contract is 130,000 yuan/ton, with a current 20 - day rolling volatility of 86.2% and a 3 - year historical percentile of 93.7% [2]. - Contract Indicators: The closing price of the main contract is 163,000 yuan/ton, up 1,940 yuan (1.20%) daily and 12,140 yuan (8.05%) weekly. The trading volume is 226,273 lots, down 176,205 lots (- 43.78%) daily and 218,842 lots (- 49.17%) weekly. The open interest is 332,517 lots, up 1,846 lots (0.56%) daily and down 7,087 lots (- 2.09%) weekly. Similar data are provided for the weighted index contract and spread contracts [4]. - CME and LME Lithium Hydroxide Futures: CME and LME lithium hydroxide futures data show price changes and trading volume for different contract months in 2026 [9]. 3.2 Spot Data - Lithium Ore and Salt Prices: Lithium ore prices, such as lithium mica (2 - 2.5%), lithium spodumene (3 - 4%, 5 - 5.5%), etc., have different degrees of daily increases. The price of industrial - grade lithium carbonate is 155,250 yuan/ton, up 4,000 yuan (2.64%) daily [14]. - Lithium Industry Chain Spot Spreads: The spreads between battery - grade lithium carbonate and industrial - grade lithium carbonate, battery - grade lithium carbonate and lithium hydroxide, etc., have different daily and weekly changes [18]. 3.3 Basis and Warehouse Receipt Data - Basis: The basis data of lithium carbonate main - continuous contract, near - month contract, etc., show different basis trends in different time periods [23]. - Warehouse Receipts: The total number of lithium carbonate warehouse receipts is 37,019 lots, an increase of 158 lots compared to yesterday. Different warehouses have different changes in warehouse receipt quantities [30]. 3.4 Cost - Profit - Production and Delivery Profits: The profit charts of lithium carbonate production from purchased lithium ore, lithium hydroxide production by causticizing method/smelting method, lithium carbonate theoretical delivery, lithium hydroxide export, and lithium carbonate import are presented, reflecting profit trends over time [32][33].