当日，碳酸锂期货主力合约持仓量创下历史新高，碳酸锂加权合约总计涌入超13亿元，成为市场亮点。 当前，碳酸锂期货格较年内低点已经上涨超70%。随着11月份电池销量数据的出炉，市场对于碳酸锂的 需求预期已经大幅扭转。 磷酸铁锂迎来涨价潮 碳酸锂期货大幅上涨的背后，是现货价格大幅提价。根据长江有色网的资讯显示，12月15日，国内电池 级碳酸锂（99.5%）报价区间升至94000—97800元/吨，工业级碳酸锂（99.2%）报价区间达92900— 94900元/吨，两者均价较前一日分别上涨500元/吨至95900元/吨、93900元/吨，单日涨幅达5.26%和 5.56%。 12月15日，碳酸锂期货主力合约再次突破10万元/吨，收盘价格创下2024年6月份以来新高。 值得注意的是，在新能源电池产业链，除了碳酸锂材料在上涨之外，其他部分关键原材料也在上涨，包 括硫磺、硫酸。目前，江西、浙江、湖南、湖北等地硫酸企正处于检修阶段或存检修计划，市场供应趋 紧。 今年1—11月，我国动力和其他电池累计出口达260.3GWh，累计同比增长44.2%。合计累计出口占前11 月累计销量18.4%。其中，动力电池累计出口为169.8G ...

Core Viewpoint - The lithium carbonate futures market is experiencing significant growth, with a historical high in open interest and a substantial influx of capital, indicating a strong demand outlook driven by the electric vehicle and energy storage sectors [1][4][6]. Group 1: Lithium Carbonate Market Dynamics - The open interest for lithium carbonate futures reached a record high, surpassing 660,000 contracts, with over 1.3 billion yuan entering the market [1][6]. - The price of battery-grade lithium carbonate (99.5%) rose to a range of 94,000 to 97,800 yuan per ton, reflecting a daily increase of 5.26% [3]. - Global lithium carbonate supply is projected at 1.35 million tons in 2024, with demand at 1.22 million tons, indicating a temporary surplus but strong support from the booming electric vehicle and energy storage industries [3]. Group 2: Export Growth in Battery Sector - In November, China's exports of power and other batteries reached 32.2 GWh, a month-on-month increase of 14.1% and a year-on-year increase of 46.5% [4]. - Cumulative exports from January to November totaled 260.3 GWh, reflecting a year-on-year growth of 44.2% [4]. - The export volume of power batteries in November was 21.2 GWh, accounting for 66% of total exports, with a year-on-year increase of 70.2% [4]. Group 3: Price Trends and Industry Outlook - The lithium carbonate price is expected to range between 60,000 and 100,000 yuan per ton in 2025, with the latter half of 2024 showing stronger price performance compared to 2024 [6]. - The social inventory of lithium carbonate has decreased for 13 consecutive weeks, totaling a reduction of 22,000 tons, marking a new low since the futures were launched [6]. - Key raw materials in the new energy battery supply chain, such as sulfur and sulfuric acid, are also experiencing price increases due to supply tightness from maintenance activities in various regions [7].