Core Viewpoint - The spot price of lithium carbonate has decreased compared to the previous trading day, with battery-grade lithium carbonate reported at 66,800 yuan per ton, reflecting a decline of 200 yuan per ton [1] Price Summary - The spot price of battery-grade lithium carbonate is 66,800 yuan per ton, down by 200 yuan per ton [1] - The industrial-grade lithium carbonate (comprehensive) is reported at 65,600 yuan per ton, also down by 200 yuan per ton [1] - The average price of long-term contracts for battery-grade lithium carbonate is 70,300 yuan per ton, decreasing by 200 yuan per ton [1] - The lithium hydroxide index remains stable at 66,500 yuan per ton [1] - The price of lithium spodumene (Africa SC 5%) is reported at 435 USD per ton, down by 10 USD per ton [1] - The price of lithium spodumene (China CIF 6%) is reported at 765 USD per ton, down by 5 USD per ton [1] - The lithium spodumene index (5% ≤ Li2O < 6%) remains stable at 5,582 yuan per ton [1] - The lithium mica index (2% ≤ Li2O < 4%) remains stable at 2,019 yuan per ton [1] - The price of phosphor-lithium aluminum stone (7% ≤ Li2O < 8%) is reported at 7,750 yuan per ton, remaining stable [1] - The index for lithium-rich aluminum electrolyte remains stable at 1,909 yuan per ton [1] - The discount coefficient for lithium brine (lithium sulfate) is reported at 72%, increasing by 0.5 [1]

-广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：鑫椤锂电 | 品 名 | 规格 | 厂 家 / | 昨日 价格 | 今日 价格 | 涨跌 | | --- | --- | --- | --- | --- | --- | | | | 产 地 | | | | | 碳 酸 | 电池级 99.5% （矿 | 国 产 | 6.96- 7.06 | 6.9-7 | ↓0.06 | | 锂 | 石） | | | | | | 碳 酸 | 电池级 99.5% （再 | 国 产 | 6.86- 6.96 | 6.8- 6.9 | ↓0.06 | | 锂 | 生） | | | | | | 碳 酸 | 电池级 99.5% （盐 | 国 产 | 6.86- 6.96 | 6.8- 6.9 | ↓0.06 | | 锂 | 湖） | | | | | | 碳 | 工业级 | 国 | 6.76- | 6.7- | ↓0.06 | | 酸 | 99.2% | 产 | 6.88 | 6.82 | | | 锂 | （盐 | | | | | | --- | --- | --- | --- ...

Core Viewpoint - The spot price of lithium carbonate has decreased compared to the previous trading day, with battery-grade lithium carbonate reported at 67,000 yuan per ton, reflecting a decline of 850 yuan per ton [1] Price Summary - The spot price of battery-grade lithium carbonate is 67,000 yuan per ton, down by 850 yuan per ton [1] - Industrial-grade lithium carbonate (comprehensive) is reported at 65,800 yuan per ton, also down by 850 yuan per ton [1] - The average price of long-term contracts for battery-grade lithium carbonate is 70,500 yuan per ton, decreasing by 150 yuan per ton [1] - The hydroxide lithium index is at 66,500 yuan per ton, down by 500 yuan per ton [1] Lithium Ore and Other Indices - The price of lithium spodumene (Africa SC 5%) is reported at 445 USD per ton, down by 20 USD per ton [1] - The price of lithium spodumene (China CIF 6%) is 770 USD per ton, down by 12 USD per ton [1] - The lithium spodumene index (5% ≤ Li2O < 6%) is at 5,582 yuan per ton, down by 23 yuan per ton [1] - The lithium mica index (2% ≤ Li2O < 4%) is reported at 2,019 yuan per ton, down by 38 yuan per ton [1] - The price of phosphor-lithium aluminum stone (7% ≤ Li2O < 8%) is 7,750 yuan per ton, down by 50 yuan per ton [1] - The lithium-rich aluminum electrolyte index is at 1,909 yuan per ton, down by 24 yuan per ton [1] - The discount coefficient for lithium brine (lithium sulfate) remains stable at 71.5% [1]

Core Viewpoint - The price of lithium carbonate has significantly declined, raising concerns in the market as it fell below 70,000 yuan per ton, marking a substantial drop from its peak price of 218,000 yuan per ton in July 2023, reflecting a decrease of 68% over approximately two years [2][3]. Supply and Demand Dynamics - As of April 21, lithium carbonate futures dropped to a low of 68,500 yuan per ton, with an 11% decline year-to-date [2]. - The supply-demand imbalance is expected to persist in the short term due to increased production from resumed operations and ongoing inventory accumulation, despite some recovery in production lines [5][6]. - The current inventory of lithium ore stands at 68,500 tons, showing a slight increase, indicating limited demand from downstream lithium salt enterprises [5]. Market Sentiment and Price Trends - The market sentiment remains pessimistic, with traders showing low enthusiasm for purchasing due to high inventory levels and weak demand forecasts [3][4]. - The average price for battery-grade lithium carbonate is reported at 70,957 yuan per ton, reflecting a decrease of 575 yuan per ton [4]. - Analysts suggest that while there may be short-term fluctuations, the overall trend for lithium carbonate prices is expected to remain weak, with a focus on the cost support level around 68,000 yuan per ton [6]. Future Outlook - The long-term price support for lithium carbonate is projected at 65,000 yuan per ton, with short-term attention on the 68,000 yuan cost support level [6]. - The overall supply pressure remains significant, and the market is likely to experience fluctuations around the 70,000 yuan mark without strong upward drivers [6].