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1. Report Industry Investment Rating - No information provided in the given content 2. Core View of the Report - The report focuses on lithium carbonate, suggesting to pay attention to its bottom support, with a trend strength of 0, indicating a neutral view [1][5] 3. Summary by Relevant Catalogs 3.1 Fundamental Tracking - Contract Data: The 2605 contract's closing price was 149,040, with a change of 5,180 compared to T - 1; the 2607 contract's closing price was 148,300, with a change of 5,200 compared to T - 1. The trading volume and open interest of the two contracts also showed different changes [3] - Basis Data: The basis between the spot and 2605 contract was -2,540, and the basis between 2605 and 2607 contracts was 740. The difference between electric carbon and industrial carbon was 3,000 [3] - Raw Material Data: The price of lithium spodumene concentrate (6%, CIF China) was 2,028, and the price of lithium mica (2.0% - 2.5%) was 4,400 [3] - Lithium Salt Data: The price of battery - grade lithium carbonate was 146,500, and the price of industrial - grade lithium carbonate was 143,500 [3] - Consumer Product Data: The price of ternary material 523 (polycrystalline/consumer - type) was 189,250, and the price of six - fluorophosphate lithium was 108,000 [3] 3.2 Macro and Industry News - Rongjie Co., Ltd. established a wholly - owned subsidiary, Lanzhou Rongjie Material Technology Co., Ltd., in Lanzhou, Gansu Province, to engage in lithium - ion battery anode material business. The company plans to build a project with an annual output of 50,000 tons of high - performance lithium - ion battery anode materials, with a total fixed - asset investment of about 1.1 billion yuan [4][5] - Tianjin Lishen Battery Co., Ltd. and Lishen Battery (Suzhou) Co., Ltd. applied for a patent named "Solid Electrolyte and Its Preparation Method and Solid - State Battery" in December 2025. The technical solution can significantly improve the H₂S suppression efficiency of the sulfide solid - state electrolyte, with high ionic conductivity retention, excellent battery performance, and strong process compatibility [5]