碳酸锂行情日报：成功上12万，迎“圣诞老人行情“？

Market Overview - On December 23, the spot settlement guidance price for battery-grade lithium carbonate (99.5%) was 105,000 CNY/ton, an increase of 1,000 CNY/ton from the previous working day [1] - The settlement guidance price for battery-grade lithium hydroxide (56.5% coarse particles) was 87,600 CNY/ton, up by 800 CNY/ton from the previous working day [1] - Lithium carbonate futures continued to rise, with the main contract closing above 120,000 CNY/ton, an increase of 5,980 CNY/ton from the previous trading day [1] Price Changes - The price of lithium concentrate rose from 1,320 CNY/ton to 1,360 CNY/ton, a 6% increase [2] - Battery-grade lithium carbonate increased from 10.4 CNY/kg to 10.5 CNY/kg, while battery-grade lithium hydroxide rose from 8.68 CNY/kg to 8.76 CNY/kg [2] - The average price level for lithium carbonate that downstream industries can bear is approximately 102,000 CNY/ton [4] Import and Export Data - In November, China imported 22,055 tons of lithium carbonate, a decrease of 8% month-on-month but an increase of 15% year-on-year [5] - Lithium hydroxide exports in November were 3,357 tons, a 17% increase from the previous month but a 39% decrease year-on-year [5] Market Sentiment - Approximately 80% of surveyed companies believe that the peak price for lithium carbonate futures this week (December 22-26) will be in the range of 110,000 to 120,000 CNY/ton, with only 19% expecting prices to exceed 120,000 CNY/ton [7] - The market sentiment is relatively optimistic, with recent performance exceeding expectations [7] Regulatory Changes - Starting December 23, the trading volume limits for non-futures company members or clients on various lithium carbonate futures contracts have been set to prevent excessive speculation [9] Industry Insights - The price gap for lithium carbonate has widened, with lithium salt manufacturers becoming increasingly cautious, leading some traders to adopt a wait-and-see approach [10] - The market is expected to experience wide fluctuations in the future, influenced by production adjustments and potential regulatory measures [10]