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碳酸锂数据日报-20250728
Guo Mao Qi Huo· 2025-07-28 08:18
Report Summary 1. Report Industry Investment Rating - No investment rating information is provided in the report. 2. Core View of the Report - Supply - side rumor disturbances have led to a stronger price trend. At the current price level, downstream acceptance of spot goods is low, with few actual transactions and an increase in upstream hedging volume. In the short term, market sentiment is strong, but after the price rises, the pricing weights of fundamental contradictions and hedging pressure may increase. Industrial players can consider selling at high prices [3]. 3. Summary According to Related Catalogs Lithium Compounds - SMM battery - grade lithium carbonate has an average price of 72,900 yuan with a daily increase of 2,350 yuan; SMM industrial - grade lithium carbonate has an average price of 70,700 yuan with a daily increase of 1,800 yuan [1]. - Futures contracts: lithium carbonate 2508 has a closing price of 79,400 yuan with a daily increase of 8%; lithium carbonate 2509 has a closing price of 80,520 yuan with a daily increase of 7.99%; lithium carbonate 2510 has a closing price of 79,860 yuan with a daily increase of 7.86%; lithium carbonate 2511 has a closing price of 79,160 yuan with a daily increase of 7.99%; lithium carbonate 2512 has a closing price of 78,600 yuan with a daily increase of 7.35% [1]. Lithium Ore - Lithium spodumene concentrate (CIF China) (Li₂O: 5.5% - 6%) has an average price of 810 yuan with a daily increase of 46 yuan; lithium mica (Li₂O: 1.5% - 2.0%) has an average price of 1,165 yuan with a daily increase of 85 yuan; lithium mica (Li₂O: 2.0% - 2.5%) has an average price of 1,790 yuan with a daily increase of 135 yuan; phospho - lithium - aluminum stone (Li₂O: 6% - 7%) has an average price of 6,490 yuan with a daily increase of 645 yuan; phospho - lithium - aluminum stone (Li₂O: 7% - 8%) has an average price of 7,450 yuan with a daily increase of 650 yuan [1][2]. Cathode Materials - The average price of lithium iron phosphate (power type) is 33,255 yuan with a daily increase of 565 yuan; the average price of ternary material 811 (polycrystalline/power type) is 144,230 yuan with a daily increase of 780 yuan; the average price of ternary material 523 (single - crystal/power type) is 116,595 yuan with a daily increase of 650 yuan; the average price of ternary material 613 (single - crystal/power type) is 121,635 yuan with a daily increase of 760 yuan [2]. Price Spreads - The difference between battery - grade and industrial - grade lithium carbonate is 2,200 yuan with a daily increase of 550 yuan; the difference between battery - grade lithium carbonate and the main contract is - 7,620 yuan with a daily decrease of 1,490 yuan; the difference between the near - month and the first - continuous contract is - 1,120 yuan with a daily decrease of 940 yuan; the difference between the near - month and the second - continuous contract is - 460 yuan with a daily decrease of 1,500 yuan [2]. Inventory - The total inventory (weekly, tons) is 143,170 tons with a weekly increase of 550 tons; the inventory of smelters (weekly, tons) is 55,385 tons with a weekly decrease of 2,654 tons; the inventory of downstream enterprises (weekly, tons) is 42,815 tons with a weekly increase of 1,544 tons; the inventory of other sources (weekly, tons) is 44,970 tons with a weekly increase of 1,660 tons; the registered warehouse receipts (daily, tons) is 11,996 tons with a daily increase of 342 tons [2]. Profit Estimation - The cash cost of purchasing lithium spodumene concentrate externally is 71,661 yuan, and the profit is 77,138 yuan; the cash cost of purchasing lithium mica concentrate externally is not clearly stated, and the profit is - 7,248 yuan [3]. Industry News - Jiangte Motor's subsidiary Yichun Yinli plans to conduct equipment maintenance on its production line starting from July 25, 2025, with an estimated maintenance time of 26 days, covering all lithium salt production lines [3]