总体来看，延迟经济运营商电池供应链尽职调查义务的实施时间主要涉及供应链、认证与法规协调三方 面。 欧盟委员会在提案中提到，当前，电池原材料供应链受地缘政治格局变化影响，钴、天然石墨、锂和镍 等原材料采购面临困境。企业需要更多时间重新规划和调整供应链，以确保符合法规对原材料溯源、环 境等的严格要求。 同时，从第三方认证机制来看，目前仅有半数欧盟成员国完成了指定机构的任命工作。欧洲认证合作组 织尚未制定出电池尽职调查指定机构的认证标准，只能依靠欧盟委员会批准的行业方案。 此外，原法规第94(4)条要求对《企业可持续发展尽职调查指令》(EU)2024/1760进行协调评估，然而由 于该指令后续在2025年2月26日又提出了修订提案，且与原法规的实施时间存在差异，因此需要借助联 合指南来保障法规之间的一致性。 近日，欧盟委员会正式提交提案，计划将《欧盟电池与废电池法规》里规定的经济运营商电池供应链尽 职调查义务实施时间，从原定的2025年8月18日向后推迟两年，新的实施日期定为2027年8月18日。 欧盟委员会指出，这一举措旨在给企业和监管机构留出更充裕时间，以应对诸如供应链调整、第三方认 证机制存在不足以及新法规需 ...

Report Summary 1. Report Industry Investment Rating - No investment rating provided in the report. 2. Core View - The supply pressure of lithium carbonate is relatively strong, and it is expected to operate under pressure [1]. - The postponement of the EU's battery supply chain due - diligence investigation and the submission of carbon footprint reports is good news for Chinese lithium - battery exports to the EU [3]. 3. Summary by Related Catalogs 3.1 Fundamental Tracking - **Futures Market**: For the 2507 contract, the closing price was 60,100 yuan, down 860 yuan compared to T - 1; the trading volume was 261,982 lots, down 32,588 lots; the open interest was 326,472 lots, up 7,966 lots. For the 2509 contract, the closing price was 61,300 yuan, down 1,000 yuan; the trading volume was 47,243 lots, down 2,410 lots; the open interest was 104,452 lots, up 2,243 lots [1]. - **Spot Market**: The spot - 2507 basis was 2,400 yuan, up 310 yuan; the spot - 2509 basis was 1,200 yuan, up 450 yuan. The price of battery - grade lithium carbonate was 62,500 yuan, down 550 yuan; the price of industrial - grade lithium carbonate was 60,900 yuan, down 550 yuan [1]. - **Raw Materials**: The price of spodumene concentrate (6%, CIF China) was 688 dollars, down 2 dollars; the price of lepidolite (2.0% - 2.5%) was 1,260 yuan, down 20 yuan [1]. 3.2 Macro and Industry News - SMM's battery - grade lithium carbonate index price was 62,888 yuan/ton, down 559 yuan/ton compared to the previous working day. The average price of battery - grade lithium carbonate was 62,500 yuan/ton, down 550 yuan/ton; the average price of industrial - grade lithium carbonate was 60,900 yuan/ton, down 550 yuan/ton [2]. - The EU's planned battery supply chain due - diligence investigation in August this year is postponed by two years, and the submission of carbon footprint reports originally planned for February this year is also postponed. China's lithium - battery exports to the EU get a buffer period. In the first four months of 2025, five EU countries accounted for nearly 30% of China's lithium - battery export value [3]. 3.3 Trend Intensity - The trend intensity of lithium carbonate is 0, indicating a neutral trend [3].