碳酸锂：带电量击穿平衡表

Core Viewpoint - The lithium carbonate market has shown resilience despite challenges such as reduced energy storage demand due to Middle East conflicts and weak sales in the new energy vehicle sector. The market inventory continues to decline slowly, indicating a structural optimization in demand [1][6]. Group 1: Market Trends - The price of lithium carbonate has stabilized around 150,000, remaining flat for nearly half a month [1]. - The market share of plug-in hybrids is decreasing, with the domestic market share expected to drop to 39% by January 2026, a year-on-year decrease of 5.6 percentage points. Meanwhile, the average battery capacity of domestic passenger vehicles has increased by 3.1 kWh compared to early 2025 [1]. - The electric heavy truck segment is gaining traction, with cumulative sales projected to reach 231,100 units in 2025, representing a year-on-year growth of 182%, making it the fastest-growing segment after passenger vehicles [3]. Group 2: Battery Capacity Developments - The average battery capacity of domestic electric trucks has risen to approximately 160 kWh by early 2026, an increase of nearly 20 kWh compared to the previous year. Electric heavy trucks have an average battery capacity of around 400 kWh, with some leading companies introducing models with capacities between 800-1000 kWh for long-distance transport [3]. Group 3: Industry Events - A summit on "Key Materials and Application Markets for Lithium Batteries in 2026" will be held in Changzhou on March 19-20, 2026, focusing on core industry issues related to lithium carbonate [5].