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长期价值支撑依旧稳固 碳酸锂期价易涨难跌
Jin Tou Wang· 2026-01-07 07:05
Group 1 - The domestic futures market for non-ferrous metals saw a mixed performance, with lithium carbonate futures main contract reported at 141,200.0 yuan/ton, an increase of 3.73% [1] - The battery-grade lithium carbonate index price reached 132,231 yuan/ton, up by 6,226 yuan/ton compared to the previous working day; the average price for battery-grade lithium carbonate was 133,500 yuan/ton, reflecting an increase of 6,000 yuan/ton [2] - The industrial-grade lithium carbonate averaged 130,000 yuan/ton, with a rise of 5,750 yuan/ton from the previous working day [2] Group 2 - The price of spodumene rose by 2.6% week-on-week, while the price of lepidolite concentrate increased by 3.3%, indicating a synchronized rise in lithium salt prices [3] - According to Nanhua Futures, the long-term demand growth logic in the energy storage and new energy vehicle sectors remains unchanged, supporting the long-term value of lithium carbonate, which presents opportunities for strategic buying [4] - Everbright Futures noted that market sensitivity to positive news regarding lithium resources is heightened, with concerns over actual supply due to geopolitical and policy factors, while the pricing mechanism adjustments may lead to increased production schedules [4]