每日经济新闻 （责任编辑：王治强 HF013） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 每经AI快讯，12月22日，碳酸锂连续主力合约日内涨5%，现报115500.00元。 ...

（文章来源：每日经济新闻） 每经AI快讯，12月19日，碳酸锂主力合约持续拉升，日内涨幅达5%，现报112480元/吨。 ...

Core Viewpoint - The main contract for lithium carbonate has increased by over 4% in a single day, currently priced at 98,400 yuan per ton [1] Group 1 - The price movement indicates a significant rise in demand or market speculation surrounding lithium carbonate [1] - The current price level reflects ongoing trends in the lithium market, which is influenced by various factors including electric vehicle production and battery manufacturing [1]

Core Insights - The price of lithium carbonate futures has surged due to a rebound in downstream demand, with the main contract closing at 87,260 yuan/ton, marking a 7.36% increase and a two-and-a-half-month high [2] - From October 14 to November 10, lithium carbonate futures prices rose by 20%, driven by strong production activity in the lithium iron phosphate industry [2] - The recent price increase is attributed to improved consumption fundamentals and speculation regarding the cost increase and delayed resumption of the Jiangxia Wokeng mine [2] Group 1: Market Dynamics - The futures price increase has led to a corresponding rise in spot prices, indicating a strong correlation between the two markets [3] - The trading activity in the spot market has significantly increased, with high transaction volumes supporting the overall market supply-demand relationship [3] - Lithium concentrate imports have been on the rise since the beginning of the year, with expectations of increased arrivals in mid-November [3] Group 2: Supply and Demand - Domestic lithium carbonate production has remained stable despite the shutdown of the Jiangxia Wokeng mine, with October production reaching 92,260 tons, a 6% month-on-month increase and a 55% year-on-year increase [5] - The overall operating rate for lithium carbonate production in October was 56%, with lithium spodumene operating at 67% and mica at 32% [5] - The demand for lithium carbonate remains robust, particularly from the electric cell sector and the growing sales of new energy vehicles, which have provided strong support for market demand [5][6] Group 3: Future Outlook - The ongoing price increase may continue if the Jiangxia Wokeng mine does not resume operations by the end of the month, potentially leading to a supply shortage [6][7] - The sustainability of the current demand growth is crucial for the continuation of the price rally, with attention needed on inventory levels and production plans of downstream enterprises [7] - Long-term, the lithium carbonate market is expected to stabilize around 60,000 yuan/ton due to supply disruptions and unexpected consumption growth [8]

Group 1 - The core point of the news is that lithium carbonate futures have increased by 3% in a single day, currently priced at 82,140.00 yuan per ton [1] Group 2 - The report indicates a significant movement in the lithium carbonate market, reflecting ongoing demand and potential investment opportunities in the sector [1]

Core Viewpoint - The main contract for lithium carbonate on the Shanghai Futures Exchange has increased by over 2%, currently priced at 77,400 yuan per ton [1] Group 1 - The rise in lithium carbonate prices indicates a growing demand in the market [1] - The current price reflects significant market activity and potential investment opportunities in the lithium sector [1]

Core Viewpoint - The price of lithium carbonate has surged by 18.5% over four trading days, reaching a closing price of 82,520 yuan per ton as of August 12, indicating significant market volatility and investor interest in lithium mining operations [1] Group 1: Market Dynamics - As of August 12, the main futures contract for lithium carbonate was priced at 82,520 yuan per ton, reflecting a 2% increase on that day [1] - The cumulative price increase of 18.5% from August 7 to August 12 highlights the rapid fluctuations in the lithium market [1] Group 2: Investor Behavior - Investors have been actively monitoring the Yichun lithium mine, with reports of individuals camping out in the area to gather information on potential mining suspensions [1] - Some investors have resorted to using drones for reconnaissance to better understand the situation at the Yichun lithium mine, indicating a high level of engagement and concern regarding market developments [1] Group 3: Industry Reactions - The chairman of an electrolyte company expressed surprise at the local government's decision to halt mining operations, suggesting that such actions require significant commitment from authorities [1] - Reports indicate that some traders have faced substantial losses, with claims of individuals losing over 100 million yuan due to the high leverage in futures trading [1]

Group 1 - The main contract for lithium carbonate has increased by over 7% in a single day, currently priced at 79,860 yuan per ton [1]