起点锂电·2025-11-17 10:16Core Viewpoint - The lithium carbonate futures market is experiencing significant price increases, with the main contract reaching 93,840.0 yuan/ton, a rise of 7.44%, surpassing the 90,000 yuan/ton mark. The demand for lithium carbonate is projected to grow by 30% by 2026, reaching 1.9 million tons, while supply is expected to increase by approximately 250,000 tons, indicating a balanced supply-demand scenario with potential for price increases [2]. Group 1: Market Dynamics - The current market challenges are primarily on the demand side, driven by record sales in electric vehicles and energy storage batteries, which are boosting the sentiment for lithium battery materials and raw materials [2]. - Domestic lithium carbonate production is nearing its upper limit, with capacity utilization across the industry chain at peak levels, leading to a continuous supply shortage in the spot market and the lowest recorded inventory days [2]. - If demand growth exceeds 30% next year, potentially reaching 40%, the supply may not be able to keep pace, leading to prices possibly exceeding 150,000 yuan/ton or even 200,000 yuan/ton in the short term [2]. Group 2: Industry Events - The 2025 (10th) Lithium Battery Industry Annual Conference and the User-Side Energy Storage and Battery Technology Forum will be held in Shenzhen from December 17-19 [2]. - Upcoming events include the 2026 National Tour for Lithium Battery and Solid-State Battery, and various technical forums and award ceremonies scheduled throughout 2026 [7][8].