碳酸锂数据日报-20260311

Group 1: Report Industry Investment Rating - There is no information about the report industry investment rating in the provided content. Group 2: Report's Core View - In January 2026, the new energy vehicle market in China operated steadily, with production and sales of 1.041 million and 0.945 million vehicles respectively, a year-on-year increase of 2.5% and 1% respectively. In the same month, new energy vehicle exports maintained high - speed growth, with 0.302 million vehicles exported, a year - on - year doubling [3]. - Affected by the escalating situation between the US and Iran, capital's risk - aversion sentiment increased. Coupled with the large increase in lithium carbonate prices in the early stage, there was a short - term need for capital to take profits, leading to a decline in lithium carbonate prices. The supply and demand of lithium carbonate both increased, and downstream continuous restocking supported prices. Overall, with fundamental support, the price of lithium carbonate may fluctuate in the short term under the pressure of risk aversion [3]. Group 3: Summary by Related Catalogs Lithium Compounds - SMM battery - grade lithium carbonate had an average price of 158,500 with an increase of 3,750; SMM industrial - grade lithium carbonate had an average price of 155,250 with an increase of 4,000 [1]. Lithium Ore - Lithium spodumene concentrate (CIF China) (Li20: 5.5% - 6%) had an average price of 2,213 with an increase of 43; lithium mica (Li20: 1.5% - 2.0%) had an average price of 3,480 with an increase of 25; lithium mica (Li20: 2.0% - 2.5%) had an average price of 5,200 with an increase of 10; phospho - lithium - aluminum stone (Li20: 6% - 7%) had an average price of 13,175 with an increase of 200; phospho - lithium - aluminum stone (Li20: 7% - 8%) had an average price of 14,350 with an increase of 200 [1][2]. Positive Electrode Materials - The average price of lithium iron phosphate (power type) was 55,595 with an increase of 910; the average price of ternary material 811 (polycrystalline/power type) was 211,500 with an increase of 2,000; the average price of ternary material 523 (single - crystal/power type) was 183,250 with an increase of 1,200; the average price of ternary material 613 (single - crystal/power type) was 184,750 with an increase of 1,000 [2]. Price Differences - The difference between battery - grade and industrial - grade lithium carbonate was 3,250 with a decrease of 250; the difference between battery - grade lithium carbonate and the main contract was - 4,500 with an increase of 1,810; the difference between the near - month and the first - continuous contract was - 880 with a decrease of 320; the difference between the near - month and the second - continuous contract was - 640 with a decrease of 820 [2]. Inventory - The total weekly inventory was 99,373 tons with a decrease of 720 tons; the weekly inventory of smelters was 17,476 tons with a decrease of 906 tons; the weekly inventory of downstream was 43,757 tons with an increase of 3,736 tons; the weekly inventory of others was 38,140 tons with a decrease of 3,550 tons; the daily registered warehouse receipts were 37,019 tons with an increase of 158 tons [2]. Profit Estimation - The cash cost of purchasing lithium spodumene concentrate was 157,787, and the profit was - 1,355; the cash cost of purchasing lithium mica concentrate was 154,890, and the profit was - 1,853 [3].