碳酸锂期货大涨！广期所再出手

Core Viewpoint - Despite the traditional consumption peak coming to an end, the lithium carbonate market remains heated, driven by supply-side disruptions and regulatory developments [1][4]. Group 1: Market Dynamics - On December 19, news of the delayed environmental assessment for the Jiangxi Jianxiawo lithium mine led to a significant surge in lithium carbonate futures, with prices exceeding 110,000 yuan/ton, marking a 1.5-year high [2][5]. - The market's expectation for the mine's short-term resumption of production has weakened, reinforcing supply contraction expectations [4][5]. - The overall trading activity in the lithium carbonate market has been lively, with strong pricing support from overseas mines and a tightening supply-demand balance [6][7]. Group 2: Regulatory Actions - In response to the rapid price increase and heightened market sentiment, the Guangzhou Futures Exchange announced new trading limits for lithium carbonate futures, effective December 23, 2025, to mitigate excessive volatility [9][10]. - The new trading limits include a maximum daily opening position of 800 contracts for certain futures and 2,000 contracts for others, reflecting a proactive regulatory approach to manage speculative trading [9][10].