碳酸锂行情日报：海外矿拍“推波助澜”，碳酸锂涨势良好

Market Overview - On January 22, the spot settlement guidance price for battery-grade lithium carbonate (99.5%) was 164,500 CNY/ton, an increase of 5,000 CNY from the previous working day. The price for battery-grade lithium hydroxide (56.5% coarse particles) was 155,000 CNY/ton, also up by 5,000 CNY [1]. - Lithium carbonate futures continued to rise, driven by expectations of supply contraction. Concerns about potential shutdowns at remaining lithium mines have intensified, with the main contract closing at 168,780 CNY/ton, up 2,040 CNY from the previous day, and open interest is still increasing [1]. Price Trends - The average price of lithium concentrate (6.0%) remained stable at 2,100 CNY/ton. Battery-grade lithium carbonate rose to 16,450 CNY/ton, up 0.5 CNY from the previous day, while lithium hydroxide increased to 15,500 CNY/ton, also up 0.5 CNY [4]. - The average price of lithium iron phosphate (power type) was 5,460 CNY/ton, up 0.08 CNY, and ternary materials (811) reached 20,000 CNY/ton [4]. Industry Focus - On January 21, a lithium spodumene auction concluded, with the Wodgina mine's 16,650 dry tons of 5.49% lithium spodumene selling for a tax-inclusive price of 16,852 CNY/dry ton, with delivery at Zhenjiang Port [5]. Company Insights - The current spot market for lithium carbonate continues to show an upward trend, with strong support at the bottom. The recent auction results for lithium concentrate indicate that production costs for lithium carbonate are approaching 167,000 CNY/ton. If auction prices for overseas mines continue to break previous highs, expectations for cost support in lithium resources will strengthen, potentially driving spot prices higher [6].