碳酸锂市场交易逻辑转变
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站稳关键价位,碳酸锂交易逻辑正在改变→
Qi Huo Ri Bao· 2026-02-14 00:53
Group 1 - The core viewpoint of the articles indicates that lithium carbonate prices are currently fluctuating around 150,000 yuan/ton, with a closing price of 152,640 yuan/ton as of February 13, driven by a shift in supply-demand expectations and a rational correction of previous overestimations of energy storage demand [1] - The lithium carbonate market is experiencing a destocking trend, with inventory at 102,932 tons as of February 13, a decrease of 2,531 tons week-on-week, indicating a more significant destocking compared to January [2] - The decline in lithium carbonate production from 14,124 tons/week in mid-January to 12,024 tons/week is a major factor contributing to reduced supply, while the upcoming increase in lithium salt exports from Chile is expected to alleviate some tightness in the supply-demand balance [2] Group 2 - Analysts predict that as supply and demand improve in March, the overall inventory levels in the lithium carbonate industry will remain low, with a persistent supply-demand gap until the resumption of production at a key mine [3] - Short-term market activity is expected to be subdued before the Spring Festival, with prices likely to maintain a narrow range, while post-holiday expectations remain bullish due to limited supply increases [3] - The introduction of lithium carbonate futures has led to a significant reduction in price volatility, with the average daily volatility decreasing from 1.68% to 1.16% since the futures were launched [4]