碳酸锂：多空因素互搏，还得是枧下窝

Core Viewpoint - The lithium battery market is experiencing a bullish trend, with significant price increases in lithium carbonate futures and spot prices, indicating strong demand and limited supply [2]. Group 1: Market Trends - As of December 19, the price of domestic battery-grade lithium carbonate reached 101,500 yuan per ton, an increase of 300 yuan from the previous day, with overall market inventory dropping below 110,000 tons [2]. - Market sentiment is influenced by expectations of reduced lithium battery production in January, with some leading companies projected to cut production by 5 GWh, potentially decreasing lithium carbonate demand by approximately 3,000 tons per month [5]. - The environmental assessment for the Jiangxiawo lithium mine has been publicly released, suggesting that, in the best-case scenario, production resumption will be delayed until the second quarter, impacting lithium carbonate supply by 7,000 to 8,000 tons per month [5]. Group 2: Future Reports and Events - The company is offering pre-sales for various market research reports covering lithium carbonate and other related materials from 2025 to 2029, indicating a focus on long-term market trends and competitive strategies [8]. - A conference organized by the company is scheduled for March 19-20, 2026, in Changzhou, Jiangsu, which may provide further insights into industry developments [7].