碳酸锂行情日报：检修“添柴加火”，碳酸锂延续强势上涨

Market Overview - On January 21, the spot settlement price for battery-grade lithium carbonate (99.5%) was 159,500 CNY/ton, an increase of 6,000 CNY from the previous working day. The price for battery-grade lithium hydroxide (56.5% coarse particles) was 150,000 CNY/ton, up by 8,000 CNY [1][2] - In the futures market, driven by rumors of maintenance plans from several lithium salt manufacturers, the price of lithium carbonate futures closed at 166,740 CNY/ton, an increase of 6,240 CNY from the previous working day, with an increase in open interest [1] Price Trends - The average price levels for various lithium products as of January 21 are as follows: - Lithium concentrate: 2,100 CNY/ton, up by 70 CNY - Battery-grade lithium carbonate: 159,500 CNY/ton, up by 600 CNY - Lithium hydroxide: 150,000 CNY/ton, up by 800 CNY - Lithium iron phosphate: 5,380 CNY/ton, up by 100 CNY - Ternary materials: 19,700 CNY/ton, unchanged [2] Supply and Demand Dynamics - The market is currently experiencing strong upward pressure on lithium carbonate prices, primarily driven by expectations of supply contraction due to maintenance plans from multiple lithium salt manufacturers scheduled for late January to February. This has led to a significant increase in transaction volumes as downstream companies replenish their inventories after a price correction [7] - The average price tolerance for battery-grade lithium carbonate among tier-two enterprises is estimated to be around 156,000 CNY [4]