碳酸锂数据日报-20260323

Group 1 - The average price of SMM battery-grade lithium carbonate is 149,000 yuan, down 3,500 yuan; the average price of SMM industrial-grade lithium carbonate is 146,000 yuan, down 3,500 yuan [1] - The closing price of lithium carbonate 2604 is 145,000 yuan, up 1.26%; the closing price of lithium carbonate 2605 is 143,860 yuan, down 1.03%; the closing price of lithium carbonate 2606 is 143,320 yuan, down 0.89%; the closing price of lithium carbonate 2607 is 143,100 yuan, down 0.79%; the closing price of lithium carbonate 2608 is 143,700 yuan, down 0.91% [1] - The average price of lithium spodumene concentrate (CIF China) is 2,057 yuan, down 43 yuan; the average price of lithium mica (Li20: 1.5%-2.0%) is 3,060 yuan, down 70 yuan; the average price of lithium mica (Li20: 2.0%-2.5%) is 4,450 yuan, down 175 yuan; the average price of amblygonite (Li20: 6%-7%) is 11,975 yuan, down 325 yuan; the average price of amblygonite (Li20: 7%-8%) is 13,000 yuan, down 350 yuan [1][2] Group 2 - The average price of lithium iron phosphate (power type) is 53,290 yuan, down 850 yuan; the average price of ternary material 811 (polycrystalline/power type) is 209,750 yuan, down 800 yuan; the average price of ternary material 523 (single crystal/power type) is 182,250 yuan, down 1,000 yuan; the average price of ternary material 613 (single crystal/power type) is 184,500 yuan, down 400 yuan [2] - The current value of the price difference between battery-grade and industrial-grade lithium carbonate is 3,000 yuan, with no change; the current value of the price difference between battery-grade lithium carbonate and the main contract is 5,140 yuan, down 4,760 yuan; the current value of the price difference between the near-month and the first continuous contract is 1,140 yuan, up 1,820 yuan; the current value of the price difference between the near-month and the second continuous contract is 1,680 yuan, up 2,180 yuan [2] - The total inventory (weekly, tons) is 98,873 tons, down 86 tons; the inventory of smelters (weekly, tons) is 16,608 tons, up 316 tons; the inventory of downstream (weekly, tons) is 46,105 tons, up 458 tons; the inventory of others (weekly, tons) is 36,160 tons, down 860 tons; the registered warehouse receipts (daily, tons) is 34,318 tons, down 422 tons [2] Group 3 - The cash cost of purchasing lithium spodumene concentrate externally is 147,976 yuan, and the profit is -911 yuan; the cash cost of purchasing lithium mica concentrate externally is 137,582 yuan, and the profit is 6,321 yuan [3] Group 4 - The Delhi government in India plans to introduce a subsidy policy for scrapping old cars and purchasing new ones. It aims to accelerate the electrification transformation and reduce the number of old, high-emission vehicles to address air pollution [3] Group 5 - Macroscopically, the situation between the US and Iran persists, and capital hedging creates upward pressure. Fundamentally, the new energy vehicle data in February was lower than expected, but the energy storage demand remains strong and can still increase [3] - Social inventory continues to be destocked, but the destocking rate slows down. Overall, the lithium carbonate futures price is under pressure from macro hedging and slower inventory destocking above, and supported by demand below [3] - Due to the unclear macro situation, investors are advised to participate with caution [3]