碳酸锂：关注市场情绪变动

Group 1: Report Date and Title - The report is dated March 16, 2026, with the title "Lithium Carbonate: Monitor Market Sentiment Changes" [1] Group 2: Analysts' Information - Analysts include Shao Wanyi (Investment Consulting Qualification Number: Z0015722, email: shaowanyi@gtht.com) and Zhang Hang (Investment Consulting Qualification Number: Z0018008, email: zhanghang2@gtht.com) [2] Group 3: Fundamental Data of Lithium Carbonate - The closing price of the 2605 contract is 152,080, down 4,900 from T - 1, 4,080 from T - 5, 23,960 from T - 10, up 3,980 from T - 22, and up 59,280 from T - 66. Its trading volume is 288,572, up 68,744 from T - 1, 60,348 from T - 5, 6,592 from T - 10, down 330,970 from T - 22, and down 223,643 from T - 66. The open interest is 316,964, down 8,418 from T - 1, 16,939 from T - 5, 64,588 from T - 10, 38,806 from T - 22, and 258,457 from T - 66 [3] - The closing price of the 2607 contract is 151,400, down 5,300 from T - 1, 5,020 from T - 5, 25,200 from T - 10, up 2,760 from T - 22, and up 59,080 from T - 66. Its trading volume is 30,634, up 6,613 from T - 1, 2,295 from T - 5, down 7,431 from T - 10, 45,142 from T - 22, and down 2,962 from T - 66. The open interest is 95,689, up 283 from T - 1, 3,740 from T - 5, down 12,539 from T - 10, up 5,173 from T - 22, and up 51,639 from T - 66 [3] - The warehouse receipt volume is 36,403, down 52 from T - 1, up 73 from T - 5, down 2,058 from T - 10, up 3,319 from T - 22, and up 23,483 from T - 66 [3] - The basis of spot - 2605 is 6,920, up 5,900 from T - 1, 7,830 from T - 5, 10,960 from T - 10, 1,520 from T - 22, and 6,970 from T - 66. The basis of spot - 2607 is 7,600, up 6,300 from T - 1, 8,770 from T - 5, 12,200 from T - 10, 2,740 from T - 22, and 7,170 from T - 66 [3] - The basis of 2605 - 2607 is 680, up 400 from T - 1, 940 from T - 5, 1,240 from T - 10, 1,220 from T - 22, and 200 from T - 66. The basis of electric carbon - industrial carbon is 3,500, unchanged from T - 1, T - 5, T - 10, and T - 22, and up 1,100 from T - 66 [3] - The basis of spot - CIF is 20,940, up 100 from T - 1, 1,927 from T - 5, down 19,084 from T - 10, up 962 from T - 22, and up 3,690 from T - 66 [3] - The price of spodumene concentrate (6%, CIF China) is 2,210, up 15 from T - 1, 55 from T - 5, down 162 from T - 10, up 263 from T - 22, and up 1,045 from T - 66. The price of lithium mica (2.0% - 2.5%) is 5,050, unchanged from T - 1, down 140 from T - 5, 550 from T - 10, up 305 from T - 22, and up 2,515 from T - 66 [3] - The price of battery - grade lithium carbonate is 159,000, up 1,000 from T - 1, 3,750 from T - 5, down 13,000 from T - 10, up 5,500 from T - 22, and up 66,250 from T - 66. The price of battery - grade lithium carbonate (CIF) is 20,000, up 50 from T - 1, 250 from T - 5, 750 from T - 10, 750 from T - 22, and up 9,320 from T - 66 [3] - The price of industrial - grade lithium carbonate is 155,500, up 1,000 from T - 1, 3,750 from T - 5, down 13,000 from T - 10, up 5,500 from T - 22, and up 65,150 from T - 66. The price of battery - grade lithium hydroxide (micropowder) is 157,500, up 500 from T - 1, down 350 from T - 5, 11,600 from T - 10, up 2,250 from T - 22, and up 70,800 from T - 66 [3] - The price of battery - grade lithium hydroxide (CIF) is 18,450, unchanged from T - 1, up 100 from T - 5, 300 from T - 10, 200 from T - 22, and up 8,250 from T - 66. The price of lithium iron phosphate (power type) is 55,720, up 245 from T - 1, 910 from T - 5, down 3,150 from T - 10, up 1,335 from T - 22, and up 16,625 from T - 66 [3] - The price of lithium iron phosphate (mid - high - end energy storage type) is 54,170, up 245 from T - 1, 905 from T - 5, down 3,145 from T - 10, up 1,330 from T - 22, and up 16,630 from T - 66. The price of lithium iron phosphate (low - end energy storage type) is 50,590, up 240 from T - 1, 880 from T - 5, down 3,040 from T - 10, up 1,290 from T - 22, and up 16,340 from T - 66 [3] - The price of ternary material 523 (polycrystalline/consumer type) is 193,400, up 350 from T - 1, 2,900 from T - 5, down 850 from T - 10, up 5,900 from T - 22, and up 36,725 from T - 66. The price of ternary material 622 (polycrystalline/consumer type) is 189,450, up 300 from T - 1, 4,400 from T - 5, 950 from T - 10, up 10,550 from T - 22, and up 43,075 from T - 66 [3] - The price of ternary material 811 (polycrystalline/power type) is 212,250, up 200 from T - 1, 2,750 from T - 5, 250 from T - 10, up 7,550 from T - 22, and up 50,450 from T - 66. The price of lithium hexafluorophosphate is 111,000, unchanged from T - 1, down 6,500 from T - 5, 14,000 from T - 10, 25,000 from T - 22, and 62,000 from T - 66 [3] - The price of electrolyte (for ternary power) is 31,250, unchanged from T - 1, T - 5, down 1,500 from T - 10, 3,250 from T - 22, and 5,500 from T - 66. The price of electrolyte (for lithium iron phosphate) is 29,500, unchanged from T - 1, T - 5, down 1,500 from T - 10, 3,250 from T - 22, and 5,750 from T - 66 [3] Group 4: Macro and Industry News - On March 12, the "Aksu Shaya County Fuman Block Photovoltaic Green Power Direct - connection Project" of Tarim Oilfield of PetroChina was officially approved by the Development and Reform Commission of Xinjiang Uygur Autonomous Region. It is PetroChina's first approved "green power direct - connection" project, marking a milestone in the integration of new energy and traditional oil and gas industries in Tarim Oilfield [4] - Chinese Academy of Sciences academician Ouyang Minggao said that 2026 will kick - start a new round of high - quality development cycle led by innovation. In the next five years, the new energy vehicle industry will have seven technological development directions, including full - process safety, all - climate super - charging (including fast energy replenishment such as battery swapping), full - automatic driving, full - line - controlled chassis, all - solid - state batteries, all - working - condition efficiency (high - speed and low - temperature working conditions), and full - function electric vehicles. "Full - function electric vehicles" involve fields such as electric vehicle power generation, energy storage, and vehicle - energy integration. Ouyang Minggao believes that according to the innovation diffusion theory, when the penetration rate of new energy vehicles exceeds 50%, the market will officially enter the late mass market from the early mass market, with the growth rate of market share slowing down and the growth rate of the stock increasing [5] Group 5: Trend Intensity - The trend intensity of lithium carbonate is 0, with the range of trend intensity being integers in the interval [-2, 2]. The strength levels are classified as weak, slightly weak, neutral, slightly strong, and strong, where -2 represents the most bearish and 2 represents the most bullish [5]