南华期货碳酸锂企业风险管理日报 2025年6月23日 夏莹莹（投资咨询证书：Z0016569) 余维函 （期货从业证号：F03144703) 投资咨询业务资格：证监许可【2011】1290号 期货价格区间预测 | 品种 | 价格区间预测 | 当前波动率（20日滚动） | 当前波动率历史百分位（3年） | | --- | --- | --- | --- | | 碳酸锂主力合约 | 震荡区间59000-62000 | 18.9% | 17.2% | source： 南华研究,同花顺 碳酸锂企业风险管理策略建议 | 行为 导向 | 情景分析 | 策略推荐 | 套保工具 | 买卖方向 | 推荐比例 | | --- | --- | --- | --- | --- | --- | | 库存 | 产品库存偏高，担心库存 | 为防止库存减值，可以根据库存情况，做空碳酸锂 期货来锁定成品利润 | LC2509 | 卖出 | 70% | | 管理 | 有减值风险 | 卖出看涨期权 | 场外/场内期权 | 卖出 | 30% | | | | 买入虚值看跌期权 | 场内/场外期权 | 买入 | | | 采购 管理 | 未来有采购计划， ...

ZUG, Switzerland, June 20, 2025 (GLOBE NEWSWIRE) -- Lithium Argentina AG (“Lithium Argentina” or the “Company”) (TSX: LAR) (NYSE: LAR) is pleased to announce the results from its annual general meeting held on June 19, 2025 (the “Meeting”). The Meeting saw representation of 32.34% of the total shares outstanding being voted. At the Meeting, the eight director nominees listed in the Company's management information circular dated May 9, 2025 (the “Circular”) were also re-elected as directors to serve until t ...

TORONTO, June 19, 2025 (GLOBE NEWSWIRE) -- Lithium Ionic Corp. (TSXV: LTH; OTCQX: LTHCF; FSE: H3N) (“Lithium Ionic” or the “Company”) announces the release of its 2024 Sustainability Report, ESG Scorecard, and inaugural TCFD-Aligned Climate Risk Assessment, underscoring the Company’s ongoing commitment to environmental stewardship, social responsibility, strong governance, and sustainable development in support of the global energy transition. All reports are available at www.lithiumionic.com/sustainability ...

Core Points - Sienna Resources Inc. has successfully closed a non-brokered private placement under the Listed Issuer Financing Exemption, raising gross proceeds of $499,957.50 by selling 4,761,500 units at a price of $0.105 per unit [1] - Each unit consists of one common share and one transferable share purchase warrant, which can be exercised at a price of $0.14 for a period of 60 months [1] - The net proceeds will be allocated for general working capital and to fund exploration and development activities on existing projects [2] Financial Details - The company paid a cash finder's fee of $10,080.53 and issued 96,005 non-transferable finder's warrants, each exercisable at $0.14 for 24 months [2] - The financing is expected to provide the company with the necessary resources to initiate fieldwork and exploration activities during the summer [4] Project Focus - Sienna's immediate priority is the Stonesthrow Gold Project in Saskatchewan, covering approximately 31,718 contiguous acres [3] - The company is also evaluating its Case Lake lithium project in Ontario and its lithium assets in Nevada [3] Management Commentary - Jason Gigliotti, President of Sienna, emphasized the potential of the Stonesthrow Gold Project due to its strategic location and scale, indicating a phase of growth focused on active exploration and value creation [4]

VANCOUVER, British Columbia, June 17, 2025 (GLOBE NEWSWIRE) -- Ultra Lithium Inc. (TSXV: ULT, OTC: ULTXF and Frankfurt: QFB) (“Ultra Lithium” or the “Company”) today announced that Mr. Juan Orozco, General Manager of Argentinian subsidiary Ultra Argentina S.R.L. has signed an agreement purportedly between Ultra Argentina S.R.L. and Alto Grande Cobre S.A. to sell the Laguna Verde project to Alto Grande Cobre S.A. (the “Purported Agreement”). This unauthorized action was taken without notice to the Company an ...

VANCOUVER, BC, June 17, 2025 (GLOBE NEWSWIRE) -- AMERICAN SALARS LITHIUM INC. ("AMERICAN SALARS" OR THE "COMPANY") (CSE: USLI, OTC: USLIF, FWB: Z3P, WKN: A3E2NY) announces that it has now completed a second sampling program on its 18,083 Hectares (180 sq km) Hardrock LCT (“Lithium-Cesium-Tantalum”) Pegmatite Project including Rare Earth Elements (“REEs”) and Critical Minerals (the “Jaguaribe Project”). The Jaguaribe Project is located in the Jaguaribe/Solonópole region in the State of Ceará, in Northern Bra ...

Report Summary 1. Report Industry Investment Rating - The report does not provide an industry investment rating. 2. Core View of the Report - The cost of lithium carbonate continues to decline, and lithium prices may remain weak [1]. 3. Summary by Relevant Catalogs Fundamentals Tracking - **Futures Market Data**: For the 2507 contract, the closing price was 60,240, with a change of -460 compared to T - 5; the trading volume was 84,735, a decrease of 84,736 from T - 1; the open interest was 126,023, down 21,409 from T - 1. For the 2509 contract, the closing price was 59,780, a change of -1,180 compared to T - 5; the trading volume was 218,180, an increase of 41,022 from T - 1; the open interest was 300,422, up 33,491 from T - 1. The warehouse receipt volume was 32,043, a decrease of 75 from T - 1 [1]. - **Base - related Data**: The spot - 2507 was 260, a change of -450 compared to T - 1; the spot - 2509 was 720, a change of -130 compared to T - 1; the 2507 - 2509 basis was 460, a change of 320 compared to T - 1; the electric carbon - industrial carbon was 1,600, with no change from T - 1; the spot - CIF was 2,699, an increase of 218 from T - 1 [1]. - **Raw Material Data**: The price of lithium spodumene concentrate (6%, CIF China) was 624, a decrease of 5 from T - 1; the price of lithium mica (2.0% - 2.5%) was 1,225, with no change from T - 1 [1]. - **Lithium Salt Data**: The price of battery - grade lithium carbonate was 60,500, a decrease of 150 from T - 1; the price of industrial - grade lithium carbonate was 58,900, a decrease of 150 from T - 1; the price of battery - grade lithium hydroxide (micropowder) was 65,100, a decrease of 350 from T - 1 [1]. - **Industry Chain Related Data**: The price of lithium iron phosphate (power type) was 30,405, a decrease of 70 from T - 1; the price of lithium iron phosphate (mid - high - end energy storage type) was 28,900, a decrease of 90 from T - 1; the price of lithium iron phosphate (low - end energy storage type) was 26,650, a decrease of 30 from T - 1 [1]. Macro and Industry News - **Price Information**: The SMM battery - grade lithium carbonate index price was 60,424 yuan/ton, a decrease of 276 yuan/ton compared to the previous working day; the average price of battery - grade lithium carbonate was 60,500 yuan/ton, a decrease of 150 yuan/ton compared to the previous working day; the average price of industrial - grade lithium carbonate was 58,900 yuan/ton, a decrease of 150 yuan/ton compared to the previous working day [2]. - **Company News**: Dazhong Mining's wholly - owned subsidiary, Dazhong New Energy, received a reply from the Ministry of Natural Resources, confirming that the mineral resource reserves review and filing of the "Lithium Ore Exploration Report for the 0 - 80 Lines of the Jiada Mining Area in Barkam City, Sichuan Province" passed. As of February 28, 2025, the proven resource of the first - mining area of the Sichuan Jiada lithium mine was 230,000 tons of metal oxides, with an ore volume of 15.34 million tons and an average grade of 1.51%; the controlled resource was 180,000 tons of metal oxides, with an ore volume of 13.82 million tons and an average grade of 1.34%. The resource ore volume of the first - mining area was 43.44 million tons, the LiO2 mineral volume was 600,000 tons, the average grade was 1.38%, and the equivalent lithium carbonate was approximately 1.48 million tons, exceeding the company's expectations [4]. - **Policy News**: The Ministry of Ecology and Environment issued an announcement stating that starting from August 1, 2025, qualified recycled black powder raw materials for lithium - ion batteries are not considered solid waste and can be freely imported. Recycled black powder raw materials cannot be mixed with other types of recycled raw materials, and different types of recycled raw materials cannot be declared under the same customs declaration form. Imported recycled black powder raw materials are not allowed to be in bulk, and different categories of recycled black powder raw materials should be placed separately [4]. Trend Intensity - The trend intensity of lithium carbonate was 0, indicating a neutral trend. The trend intensity ranges from -2 to 2, with -2 being the most bearish and 2 being the most bullish [4].

| 元原期货 | | | 碳 酸 ª 译 20250612: 国内碳酸锂6月供给预期偏松, 国内碳酸锂社会库存量环比增加 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 交易日期(日) | 2025-06-11 | 2025-06-10 | 2025-06-05 | 较昨日变化 | 近两周走势 | | | 近月合约 | 收盘价 | 61700.00 | 61000.00 | 60140.00 | 700.00 | | | | 连一合约 | 收盘价 | 61680.00 | 60760.00 | 60100.00 | 920.00 | | | | 连二合约 | 收盘价 | 61740.00 | 60980.00 | 60480.00 | 760.00 | | | | 连三合约 | 收盘价 | 61740.00 | 60980.00 | 60540.00 | 760.00 | | | | | 收盘价 | 61680.00 | 60760.00 | 60100.00 | 920.00 | | | 砖酸锂期货 | | 成交堂(手) | ...

ROUYN-NORANDA, Quebec, June 11, 2025 (GLOBE NEWSWIRE) -- GLOBEX MINING ENTERPRISES INC. (GMX – Toronto Stock Exchange, G1MN – Frankfurt, Stuttgart, Berlin, Munich, Tradegate, Lang & Schwarz, LS Exchange, TTMzero, Düsseldorf and Quotrix Düsseldorf Stock Exchanges and GLBXF – OTCQX International in the US) is pleased to provide a brief update to shareholders as regards ongoing work by Brunswick Exploration Inc. (BRW-TSXV, BRWXF-OTCQB) on Globex’s Lac Escale royalty claims, a part of Brunswick’s Mirage project ...

Core Insights - Q2 Metals Corp. has reported strong assay results from the remaining 10 drill holes of the 2025 Winter Program at the Cisco Lithium Project, indicating significant mineralization potential [3][4][6] Summary by Sections Assay Results - A total of 6,980 meters were drilled over 14 holes during the 2025 Winter Program, with 4,409 meters of results reported from the last 10 holes [4] - Notable intervals include: - CS25-029: 26.5 meters at 1.25% Li2O - CS25-031: 33.9 meters at 1.19% Li2O - CS25-033: 27.3 meters at 1.39% Li2O - CS25-028: 49.4 meters at 1.33% Li2O - CS25-030: 52.7 meters at 0.83% Li2O - CS25-036: 64.3 meters at 1.34% Li2O [5][6] Exploration Target - BBA Engineering Ltd. has been engaged to create an Exploration Target for the Cisco Project, which will provide early guidance on the potential scale and grade of the mineralized zone [6][19] - The Exploration Target aims to conceptualize the potential quantity and grade of the mineral deposit based on geological evidence [19] Ongoing Exploration - A detailed mapping and sampling campaign covering 41,253 hectares of the Cisco Project began in May 2025, with 348 rock samples collected so far [20] - The exploration program will continue through the summer, focusing on areas with anomalous trace-element geochemistry [20] Upcoming Events - Q2 Metals will attend the Fastmarkets 17 Lithium Supply and Battery Raw Materials Conference in Las Vegas from June 23-26, 2025 [22] Company Overview - Q2 Metals is a Canadian mineral exploration company focused on the Cisco Lithium Project, which consists of 801 claims totaling 41,253 hectares [27] - The project is strategically located near key infrastructure, including the Billy Diamond Highway and the Town of Matagami [27]