从4月锂电排产看碳酸锂走势

Core Insights - The article highlights a slight overall increase in domestic lithium battery production in April, with variations in the production of positive materials, where some leading iron-lithium companies experienced a significant decline, while production of ternary materials generally increased [1] - The production of negative materials, separators, and electrolytes showed a similar performance, with production increases ranging from 3% to 5% [1] - The demand for domestic lithium carbonate in April aligns with seasonal market characteristics, although domestic supply remains ample, the halving of lithium carbonate exports from Chile in February may impact the overall supply level in April [1] - It is anticipated that the domestic lithium carbonate market will continue to exhibit a lack of clear trends in April, with prices expected to operate in a fluctuating manner, averaging slightly higher than in March [1]