碳酸锂行情日报：突破流动性限制，中长线关注储能

Market Overview - On December 24, the spot settlement guidance price for battery-grade lithium carbonate (99.5%) was 106,500 CNY/ton, an increase of 1,500 CNY/ton from the previous working day [1] - The settlement guidance price for battery-grade lithium hydroxide (56.5% coarse particles) was 88,600 CNY/ton, up by 1,000 CNY/ton from the previous working day [1] - The futures market saw lithium carbonate prices rise significantly, with the main contract closing at 124,720 CNY/ton, an increase of 4,360 CNY/ton from the previous trading day [1] Price Trends - The ICC lithium battery settlement guidance prices showed the following changes: - Lithium concentrate increased from 1,360 CNY/ton to 1,380 CNY/ton, a rise of 20 CNY [2] - Battery-grade lithium carbonate rose from 10.5 CNY/kg to 10.65 CNY/kg, an increase of 0.15 CNY [2] - Lithium hydroxide increased from 8.76 CNY/kg to 8.86 CNY/kg, up by 0.1 CNY [2] - Lithium iron phosphate rose from 4.06 CNY/kg to 4.08 CNY/kg, an increase of 0.02 CNY [2] - Ternary materials increased from 16.9 CNY/kg to 16.95 CNY/kg, up by 0.05 CNY [2] Industry Sentiment - Approximately 60% of companies, including lithium mines, battery, and energy storage enterprises, believe that cost transmission will be challenging despite recent price increases in energy storage batteries [5] Supply and Demand Dynamics - The recent surge in lithium carbonate prices is attributed to multiple favorable factors, including an 8% month-on-month decrease in lithium carbonate imports in November and a 10% reduction in Chile's exports to China in the same month [8] - The shipping volume of lithium ore from Esperance Port in Australia in December was 91,500 tons, approximately doubling from the previous month [8] - Although lithium battery production is expected to decline in January, the decrease is less than anticipated, and recent bidding prices in the energy storage sector have slightly increased, alleviating some cost pressure [9]