碳酸锂：库存去库，供需偏紧

Group 1: Report Overview - The report is about the lithium carbonate market on March 13, 2026, with the view that inventory is being depleted and supply - demand is tight [1] Group 2: Industry Investment Rating - No information provided Group 3: Core View - The lithium carbonate market is experiencing inventory depletion and a tight supply - demand situation [1] Group 4: Fundamental Data Summary Futures Market - For the 2605 contract, the closing price is 156,980, with changes of 1,940 compared to T - 1, 1,120 compared to T - 5, - 16,680 compared to T - 10, 24,540 compared to T - 22, and 62,140 compared to T - 66. The trading volume is 219,828, and the open interest is 325,382 [3] - For the 2607 contract, the closing price is 156,700, with changes of 1,820 compared to T - 1, 1,000 compared to T - 5, - 17,420 compared to T - 10, 24,060 compared to T - 22, and 62,220 compared to T - 66. The trading volume is 24,021, and the open interest is 95,406 [3] Basis and Related Spreads - The basis between spot and 2605 contract is 1,020, and between spot and 2607 contract is 1,300. The spread between 2605 and 2607 contracts is 280. The spread between electric - grade and industrial - grade lithium carbonate is 3,500, and the spread between spot and CIF is 20,944 [3] Raw Materials and Lithium Salts - Lithium spodumene concentrate (6%, CIF China) is priced at 2,195, lithium mica (2.0% - 2.5%) at 5,050. Battery - grade lithium carbonate is 158,000, industrial - grade lithium carbonate is 154,500, battery - grade lithium hydroxide (micronized) is 157,000, etc. [3] Downstream Products - Phosphoric acid iron lithium (power type) is 55,475, phosphoric acid iron lithium (mid - high - end energy storage type) is 53,925, phosphoric acid iron lithium (low - end energy storage type) is 50,350. Various ternary materials and other products also have corresponding prices [3] Group 5: Macro and Industry News - As of 0:00 on March 6, the "Longdong Power Transmission to Hunan" project has cumulatively transmitted over 230 billion kWh of electricity, with new energy accounting for over 40%. It is an important part of the "West - to - East Power Transmission" strategy [4][5] - LG Energy Solution plans to commercialize a higher - performance lithium iron phosphate (LFP) battery in 2027, targeting the growing energy storage market [5] Group 6: Trend Intensity - The trend intensity of lithium carbonate is 0, indicating a neutral view [5]