碳酸锂日报 碳酸锂日报（2025 年 6 月 27 日） 一、研究观点 点 评 请务必阅读正文之后的免责条款部分 EVERBRIGHT FUTURES 1 1. 昨日碳酸锂期货 2509 合约涨 1.15%至 61500 元/吨。现货价格方面，电池级碳酸锂平均价上涨 400 元/吨至 60600 元/吨，工业级碳酸锂平均价上涨 400 元/吨至 59000 元/吨，电池级氢氧化锂（粗颗 粒）下跌 200 元/吨至 58070 元/吨。仓单方面，昨日仓单库存增加 220 吨至 22590 吨。 2. 供应端，周度碳酸锂产量环比增加 305 吨至 18767 吨，其中云母增量相对明显，6 月碳酸锂产量环 比增加超 9%。需求端，周度库存周转天数均有增加，磷酸铁锂相对增加明显，6 月两大正极材料消 耗碳酸锂环比下降 10%。库存端，周度库存环比增加 1936 吨至 136837 吨，其中下游增加 269 吨至 40635 吨，中间环节增加 1260 吨至 37170 吨，上游增加 407 吨至 59032 吨。 3. 当前价格水平基本处在阶段性底部位置，从锂矿价格 600-610 美金来看短期仍有支撑，但是基本面 ...

1. Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints of the Report - On June 25, 2025, the 2509 contract of lithium carbonate futures rose 0.96% to 60,880 yuan/ton. The average price of battery - grade lithium carbonate increased by 300 yuan/ton to 60,200 yuan/ton, and the average price of industrial - grade lithium carbonate increased by 300 yuan/ton to 58,600 yuan/ton. The price of battery - grade lithium hydroxide (coarse particles) decreased by 300 yuan/ton to 58,270 yuan/ton. The warehouse receipt inventory decreased by 5 tons to 22,370 tons [3]. - On the supply side, the weekly output of lithium carbonate increased month - on - month, with a more than 9% increase in June. On the demand side, the weekly inventory turnover days increased, especially for lithium iron phosphate. In June, the consumption of lithium carbonate by the two major cathode materials decreased by 10% month - on - month. On the inventory side, the weekly inventory increased by 1,352 tons to 134,901 tons. Among them, the downstream inventory decreased by 320 tons to 40,366 tons, the intermediate link inventory increased by 700 tons to 35,910 tons, and the upstream inventory increased by 972 tons to 58,625 tons. The combined inventory of lithium carbonate and lithium ore reached about 3.5 months [3]. - The current price level is basically at a phased bottom. The lithium ore price of 600 - 610 US dollars provides short - term support, but there is no inflection point in the fundamentals yet, and market sentiment remains bearish. In the short term, it is still necessary to be vigilant about the position of the 07 contract [3]. 3. Summary According to the Directory 3.1 Daily Data Monitoring - Futures: The closing price of the main contract was 60,880 yuan/ton, up 180 yuan from the previous day; the closing price of the continuous contract was 61,180 yuan/ton, up 160 yuan [5]. - Lithium ore: The price of lithium spodumene concentrate (6%, CIF China) was 619 US dollars/ton, up 2 US dollars; the price of lithium mica (Li2O: 1.5% - 2.0%) was 685 yuan/ton, up 20 yuan; the price of lithium mica (Li2O: 2.0% - 2.5%) was 1,210 yuan/ton, up 20 yuan; the price of lithiophilite (Li2O: 6% - 7%) was 4,875 yuan/ton, down 350 yuan; the price of lithiophilite (Li2O: 7% - 8%) was 5,725 yuan/ton, down 350 yuan [5]. - Lithium carbonate: The price of battery - grade lithium carbonate (99.5% battery - grade/domestic) was 60,200 yuan/ton, up 300 yuan; the price of industrial - grade lithium carbonate (99.2% industrial zero - grade/domestic) was 58,600 yuan/ton, up 300 yuan [5]. - Lithium hydroxide: The price of battery - grade lithium hydroxide (coarse particles/domestic) was 58,270 yuan/ton, down 300 yuan; the price of battery - grade lithium hydroxide (micropowder) was 63,420 yuan/ton, down 300 yuan; the price of industrial - grade lithium hydroxide (coarse particles/domestic) was 52,370 yuan/ton, down 200 yuan; the price of battery - grade lithium hydroxide (CIF China, Japan and South Korea) was 8.13 US dollars/kg, down 0.02 US dollars [5]. - Lithium hexafluorophosphate: The price was 51,700 yuan/ton, unchanged [5]. - Price differences: The price difference between battery - grade lithium carbonate and industrial - grade lithium carbonate was 1,600 yuan/ton, unchanged; the price difference between battery - grade lithium hydroxide and battery - grade lithium carbonate was - 1,930 yuan/ton, down 600 yuan; CIF China, Japan and South Korea battery - grade lithium hydroxide - SMM battery - grade lithium hydroxide was - 3.92 yuan/ton, up 166 yuan [5]. - Precursor & cathode materials: The prices of some products such as ternary precursor 523, ternary material 523, and lithium iron phosphate changed slightly, with the price of cobalt acid lithium (60%, 4.35V/domestic) up 1,500 yuan/ton to 218,350 yuan/ton [5]. - Cells & batteries: The prices of some products such as 523 square ternary cells, square lithium iron phosphate cells, and cobalt acid lithium cells changed slightly [5]. 3.2 Chart Analysis - Ore prices: Charts show the price trends of lithium spodumene concentrate (6%, CIF), lithium mica (1.5% - 2.0%), lithium mica (2.0% - 2.5%), and lithiophilite (6% - 7%) from 2024 to 2025 [6][8]. - Lithium and lithium salt prices: Charts show the price trends of metal lithium, battery - grade lithium carbonate average price, industrial - grade lithium carbonate average price, battery - grade lithium hydroxide price, industrial - grade lithium hydroxide price, and lithium hexafluorophosphate price from 2024 to 2025 [9][11][13]. - Price differences: Charts show the price differences between battery - grade lithium hydroxide and battery - grade lithium carbonate, battery - grade lithium carbonate and industrial - grade lithium carbonate, CIF China, Japan and South Korea battery - grade lithium hydroxide - battery - grade lithium hydroxide, battery - grade lithium carbonate (CIF Asia) - domestic, and basis from 2024 to 2025 [16][18][19]. - Precursor & cathode materials: Charts show the price trends of ternary precursors and ternary materials, lithium iron phosphate, manganese acid lithium, and cobalt acid lithium from 2024 to 2025 [21][24][27]. - Lithium battery prices: Charts show the price trends of 523 square ternary cells, square lithium iron phosphate cells, cobalt acid lithium cells, and square lithium iron phosphate batteries from 2024 to 2025 [30][32]. - Inventory: Charts show the inventory trends of downstream, smelters, and other links from October 31, 2024, to June 19, 2025 [35][37]. - Production cost: A chart shows the production profit trends of lithium carbonate from different raw materials such as purchased ternary pole piece black powder, purchased lithium iron phosphate pole piece black powder, purchased lithium mica concentrate, and purchased lithium spodumene concentrate from 2024 to 2025 [39][40].

碳酸锂日报 碳酸锂日报（2025 年 6 月 24 日） 一、研究观点 点 评 请务必阅读正文之后的免责条款部分 EVERBRIGHT FUTURES 1 1. 昨日碳酸锂期货 2509 合约跌 0.77%至 59120 元/吨。现货价格方面，电池级碳酸锂平均价下跌 450 元/吨至 59950 元/吨，工业级碳酸锂平均价下跌 450 元/吨至 58350 元/吨，电池级氢氧化锂（粗颗 粒）下跌 250 元/吨至 58770 元/吨。仓单方面，昨日仓单库存减少 1014 吨至 26779 吨。 2. 供应端，周度碳酸锂产量环比有增，6 月碳酸锂产量环比增加超 9%。需求端，周度库存周转天数均 有增加，磷酸铁锂相对增加明显，6 月两大正极材料消耗碳酸锂环比下降 10%。库存端，社会总库 存延续增加，碳酸锂总库存周转天数上升至 2 个月左右，同时，锂矿库存环比小幅增加，6 月正值 财报披露季，海外发运量亦有增加，目前整体锂矿+锂盐库存水平达到 3.5 个月左右，库存压力较 大。 3. 当前价格水平基本处在阶段性底部位置，从锂矿价格 600-610 美金来看短期仍有支撑，但是基本面 仍未有拐点出现，市场情绪仍然偏空 ...

碳酸锂日报 碳酸锂日报（2025 年 6 月 19 日） 一、研究观点 点 评 请务必阅读正文之后的免责条款部分 EVERBRIGHT FUTURES 1 碳酸锂日报 二、日度数据监测 | | | 锂电产业链产品价格 | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 指 标 | 单 位 | 2025-06-18 2025-06-17 | | 涨 跌 | | | 期 货 | 主力合约收盘价 | 元/吨 | 59880 | 59860 | 20 | | | | 连续合约收盘价 | 元/吨 | 60480 | 60220 | 260 | | | | 锂辉石精矿(6%,CIF中国) | 美元/吨 | 622 | 622 | 0 | | | | 锂云母（Li2O:1.5%-2.0%） | 元/吨 | 695 | 695 | 0 | | | 锂 矿 | 锂云母（Li2O:2.0%-2.5%） | 元/吨 | 1225 | 1225 | 0 | | | | 磷锂铝石（Li2O:6%-7%） | 元/吨 | 5660 | 5660 | 0 | | | | ...

碳酸锂日报 碳酸锂日报（2025 年 6 月 18 日） 一、研究观点 点 评 请务必阅读正文之后的免责条款部分 EVERBRIGHT FUTURES 1 1. 昨日碳酸锂期货 2509 合约涨 0.74%至 59869 元/吨。现货价格方面，电池级碳酸锂平均价跌 50 元/ 吨至 60450 元/吨，工业级碳酸锂平均价跌 50 元/吨至 58850 元/吨，电池级氢氧化锂（粗颗粒）下 跌 280 元/吨至 59670 元/吨，电池级氢氧化锂（微粉）跌 280 元/吨至 64820 元/吨。仓单方面，昨 日仓单库存减少 330 吨至 31713 吨。 2. 供应端，周度产量环比增加，6 月产量供应环比增速明显。需求端，碳酸锂实际消耗量环比小幅增 加。库存端，周度库存重回增加，下游小幅减少，上游和中间环节有所增加。综合来看，需要考虑 的是，一方面，当前矿山端并未有新的停减产动作，同时，从国内排产来看，6 月过剩格局将进一 步扩大；另一方面，锂矿的价格表现相对滞后，如果锂盐价格快速走强，生产和套保动力将再次显 现，对价格进一步产生压力。 3. 当前价格水平基本处在阶段性底部区间，多空博弈加剧，价格可能会受到资金扰 ...

碳酸锂日报 碳酸锂日报（2025 年 6 月 17 日） 一、研究观点 点 评 请务必阅读正文之后的免责条款部分 EVERBRIGHT FUTURES 1 碳酸锂日报 二、日度数据监测 | | | 锂电产业链产品价格 | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 指 标 | 单 位 | | 2025-06-16 2025-06-13 | 涨 跌 | | | 期 货 | 主力合约收盘价 | 元/吨 | 59780 | 59940 | -160 | | | | 连续合约收盘价 | 元/吨 | 60000 | 59980 | 20 | | | | 锂辉石精矿(6%,CIF中国) | 美元/吨 | 624 | 629 | -5 | | | | 锂云母（Li2O:1.5%-2.0%） | 元/吨 | 695 | 695 | 0 | | | 锂 矿 | 锂云母（Li2O:2.0%-2.5%） | 元/吨 | 1225 | 1225 | 0 | | | | 磷锂铝石（Li2O:6%-7%） | 元/吨 | 5660 | 5660 | 0 | | | ...

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碳酸锂日报 碳酸锂日报（2025 年 6 月 13 日） 一、研究观点 点 评 请务必阅读正文之后的免责条款部分 EVERBRIGHT FUTURES 1 1. 昨日碳酸锂期货 2507 合约跌 1.56%至 60440 元/吨。现货价格方面，电池级碳酸锂平均价涨 150 元/ 吨至 60650 元/吨，工业级碳酸锂平均价涨 150 元/吨至 59050 元/吨，电池级氢氧化锂（粗颗粒）下 跌 350 元/吨至 60550 元/吨，电池级氢氧化锂（微粉）跌 350 元/吨至 65700 元/吨。仓单方面，昨 日仓单库存减少 454 吨至 32383 吨。 2. 价格方面，锂矿价格有止跌迹象。供应端，周度产量环比增加 656 吨至 18127 吨，增量主要是锂辉 石提锂，锂云母提锂次之，6 月产量供应环比增速明显。需求端，据各家初步排产数据来看增量不 显。库存端，周度库存重回增加，周度环比增加 1117 吨至 133549 吨。综合来看，需要考虑的是， 一方面，当前矿山端并未有新的停减产动作，同时，从国内排产来看，6 月过剩格局将进一步扩大； 另一方面，锂矿的价格表现相对滞后，如果锂盐价格快速走强，生产和套保动 ...

碳酸锂日报 碳酸锂日报（2025 年 6 月 11 日） 一、研究观点 点 评 请务必阅读正文之后的免责条款部分 EVERBRIGHT FUTURES 1 二、日度数据监测 | | | 锂电产业链产品价格 | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 指 标 | 单 位 | 2025-06-10 2025-06-09 | | 涨 跌 | | | 期 货 | 主力合约收盘价 | 元/吨 | 60760 | 60700 | 60 | | | | 连续合约收盘价 | 元/吨 | 61000 | 60540 | 460 | | | | 锂辉石精矿(6%,CIF中国) | 美元/吨 | 628 | 628 | 0 | | | | 锂云母（Li2O:1.5%-2.0%） | 元/吨 | 675 | 675 | 0 | | | 锂 矿 | 锂云母（Li2O:2.0%-2.5%） | 元/吨 | 1185 | 1185 | 0 | | | | 磷锂铝石（Li2O:6%-7%） | 元/吨 | 5620 | 5620 | 0 | | | | 磷锂铝石（L ...

Report Industry Investment Rating - No relevant content provided Core Viewpoints - The lithium carbonate futures 2507 contract fell 0.16% to 60,700 yuan/ton, while the average price of battery-grade lithium carbonate rose 50 yuan/ton to 60,250 yuan/ton, and the average price of industrial-grade lithium carbonate rose 50 yuan/ton to 58,650 yuan/ton. The price of battery-grade lithium hydroxide (coarse particles) decreased by 420 yuan/ton to 61,700 yuan/ton, and the price of battery-grade lithium hydroxide (micropowder) fell 415 yuan/ton to 66,850 yuan/ton. The warehouse receipt inventory decreased by 190 tons to 33,119 tons [3]. - The lithium ore price showed signs of stopping falling last Friday. On the supply side, the weekly output increased month-on-month, and the supply growth rate in June was significant. On the demand side, there was no obvious increase in the preliminary production scheduling data of each company. On the inventory side, the weekly inventory increased again, with a slight decrease in the downstream and an increase in the upstream and intermediate links. Overall, the current mining end has no new production cuts, and the oversupply situation will further expand in June. If the lithium salt price strengthens rapidly, production and hedging incentives will reappear, putting pressure on the price. Currently, the lithium ore inventory has been digested to a certain extent [3]. - The current price level is basically at the stage bottom range, with intensified long-short games. The price may be disturbed by funds, but there is no inflection point in the actual fundamentals. Attention should be paid to the warehouse receipt situation [3]. Summary by Directory 1. Research Views - The price changes of lithium carbonate futures, spot, and lithium hydroxide, as well as the decrease in warehouse receipt inventory [3]. - The supply, demand, and inventory situation of lithium ore, and the potential impact on price [3]. - The current price level and the need to focus on warehouse receipt conditions [3]. 2. Daily Data Monitoring - The price changes of various products in the lithium battery industry chain, including futures, lithium ore, lithium carbonate, lithium hydroxide, and other materials, as well as the price differences between different products [5]. 3. Chart Analysis 3.1 Ore Price - Charts show the price trends of lithium spodumene concentrate (6%, CIF), lithium mica (1.5%-2.0%, 2.0%-2.5%), and phospho-lithium-aluminum stone (6%-7%, 7%-8%) [6][8]. 3.2 Lithium and Lithium Salt Price - Charts display the price trends of metallic lithium, battery-grade lithium carbonate average price, industrial-grade lithium carbonate average price, battery-grade lithium hydroxide price, industrial-grade lithium hydroxide price, and lithium hexafluorophosphate price [11][13][15]. 3.3 Spread - Charts present the price differences between battery-grade lithium hydroxide and battery-grade lithium carbonate, battery-grade lithium carbonate and industrial-grade lithium carbonate, CIF Japan-Korea battery-grade lithium hydroxide and SMM battery-grade lithium hydroxide, and other spreads, as well as the basis [17][20][22]. 3.4 Precursor & Cathode Material - Charts show the price trends of ternary precursors and ternary materials, as well as the prices of lithium iron phosphate, lithium manganate, and lithium cobalt oxide [25][27][29]. 3.5 Lithium Battery Price - Charts display the price trends of 523 square ternary battery cells, square lithium iron phosphate battery cells, cobalt acid battery cells, and square lithium iron phosphate batteries [31][33]. 3.6 Inventory - Charts show the inventory trends of downstream, smelters, and other links [36][38]. 3.7 Production Cost - The chart presents the production profit trends of lithium carbonate from different raw materials, such as外购三元极片黑粉, 外购磷酸铁锂极片黑粉, lithium mica concentrate, and lithium spodumene concentrate [40].