. 南华期货碳酸锂数据日报 2026年02月03日 夏莹莹 投资咨询证书：Z0016569 研究助理：余维函 期货从业证号：F03144703 联系邮箱：yuwh@nawaa.com 投资咨询业务资格：证监许可【2011】1290号 一、期货数据 碳酸锂期货价格区间 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 强支撑位：130000 112.1% 96.6% source： 同花顺,南华研究 碳酸锂期货主力合约 source： 同花顺,南华研究 元/吨 碳酸锂期货主力合约收盘价 碳酸锂期货主力合约成交量(右轴) 碳酸锂期货主力合约持仓量(右轴) 手 25/02 25/03 25/04 25/05 25/06 25/07 25/08 25/09 25/10 25/11 25/12 26/01 50000 100000 150000 200000 0 500000 1000000 1500000 2000000 碳酸锂期货数据 | 指标 | 本期值 | 日涨跌 | 日环比 | 周涨跌 | 周环比 | 单位 | | --- | --- | --- | --- | -- ...

Core Viewpoint - Sigma Lithium Corporation has successfully resumed mining activities at Mine 1 in Brazil, concluding a restructuring aimed at enhancing operational efficiency and safety while increasing production capacity [3][4][6]. Company Operations - The restructuring of Sigma Lithium's mining operations was completed in Q4 2025, with a focus on tripling earth-moving capabilities through a larger off-road equipment fleet [4][6]. - The resumption of mining activities is part of a staged equipment deployment plan, ensuring a controlled ramp-up process [6][7]. Financial Performance - The restructuring was partially financed by the successful sale of high-purity low-grade lithium oxide concentrate fines, which could generate proceeds equivalent to selling approximately 70,000 tonnes of high-grade lithium oxide concentrate [5][10]. - Sigma Lithium's cash flow forecasts indicate robust potential under various production scenarios, with estimated cash flows of $78 million to $286 million for Phase 1 and $225 million to $592 million for Phases 1 & 2, depending on lithium prices [9][10]. Production Capacity - Sigma Lithium currently has a nameplate capacity of 270,000 tonnes of lithium oxide concentrate annually and is constructing a second plant to double this capacity [16]. - The company plans to resume construction and commissioning of the Phase 2 Greentech Industrial Plant to meet the growing demand for lithium battery materials [5][10]. Market Position - Sigma Lithium is positioned as a leading global lithium producer, emphasizing a commitment to environmentally sustainable practices in the electric battery materials supply chain [14][15]. - The company has established strong financial support from global clients and financiers, which has been crucial for the successful resumption of mining activities [10][11].

Core Viewpoint - Sigma Lithium Corporation has successfully resumed mining activities at its Mine 1 in Vale do Jequitinhonha, Brazil, following a restructuring aimed at enhancing safety and operational efficiency [2][3][6]. Restructuring and Operations - The restructuring of Sigma Lithium's mining operations was completed in 4Q25, focusing on increasing safety and operational efficiency, with a larger off-road equipment fleet incorporated to match the production capacity of the Greentech Industrial Plant [3][4][6]. - The restructuring was partially financed by the successful sales of high-purity low-grade lithium oxide concentrate fines, which can generate proceeds equivalent to selling approximately 70,000 tonnes of high-grade lithium oxide concentrate [4][6][9]. - The new operational structure is expected to support increased production scale within the next 12 months, coinciding with the construction and commissioning of the Phase 2 Greentech Industrial Plant [4][6][10]. Production and Financial Outlook - The mining restart is being executed through a staged equipment deployment plan, ensuring a controlled ramp-up process in 1Q26, which will lead to gradually increasing ore deliveries to the Greentech Industrial Plant [5][6]. - Sigma Lithium plans to provide guidance for full-year 2026 output once production reaches a steady state during 1Q26, with cash flow forecasts indicating robust generation under various production scenarios [7][8][10]. - The company has outlined potential cash flow generation based on different production volumes and realized prices, demonstrating resilience to market volatility [8][9]. Commitment to Sustainability - Sigma Lithium emphasizes its commitment to environmental and social sustainability, producing "Quintuple Zero Green Lithium," which includes zero coal power, zero tailings dams, zero utilization of potable water, zero use of hazardous chemicals, and zero accidents [14][15].

Company Retains Ludlow Consulting to Elevate Institutional-Grade Messaging, Media Relations and AI-Enabled Investor Engagement SUNNY ISLES BEACH, FLORIDA / ACCESS Newswire / February 2, 2026 / Elektros Inc. (OTC PINK:ELEK), a hard-rock lithium mining developer with operations in Sierra Leone, today announced it has retained Ludlow Consulting as its strategic communications advisor to enhance corporate messaging, media visibility, and shareholder engagement. The Company believes the current market environmen ...

Group 1: Mining Operations and Licenses - The Austrian Government has renewed Critical Metals' Wolfsberg mining licence for an additional two years, despite previous media reports suggesting otherwise [1] - The Wolfsberg project is a large-scale hard rock lithium deposit located 270km south-west of Vienna, Austria, with good market access [1] - A decision regarding the commencement of mining operations is anticipated by the end of this year [1] Group 2: Lithium Market Trends - The lithium sector has experienced a strong recovery over the past six months, with key lithium compound prices rising significantly from early 2025 lows due to tighter supply and strong demand growth [2] - Battery-grade lithium carbonate prices in China have risen to approximately 168,000–170,000 yuan per tonne, reflecting gains of more than 40% in the past month and over 100% year-over-year in some benchmarks [2] - Spodumene concentrate prices have also increased, trading at around $2,000–2,168 per tonne, indicating a shift towards a more balanced market with potential supply deficits [3] Group 3: Future Outlook and Strategic Developments - Critical Metals' chairman indicated a framework for a 'decision to mine' by the end of 2026, contingent on robust prices and available financing options [3] - Lithium prices are expected to maintain an upward trend through 2026, driven by increasing demand from battery energy storage systems and sectors like robotics and drones [3] - Investments in energy storage across major economies and resilient downstream consumption support an optimistic outlook for continued price strength [4] Group 4: Project Expansion and Strategic Importance - The Wolfsberg Lithium Project is viewed as a vital asset in Europe's lithium sector, supported by government licensing and poised to significantly contribute to the lithium-ion battery supply chain [4] - In 2023, European Lithium secured six new mining licences, effectively doubling the footprint of the Wolfsberg Project [4] - Extensions were granted for three existing licences, impacting both the Andreas and newly designated Barbara fields, allowing for resource area expansion [5] Group 5: Company Focus - Critical Metals focuses on extracting key metals and minerals, as well as producing strategic products essential for future electrification and next-generation technologies [6]

Core Viewpoint - Elektros Inc. has engaged Ludlow Consulting to improve its corporate messaging, media relations, and shareholder engagement, indicating a strategic move to enhance its market presence and investor communication [1] Group 1: Company Strategy - The company aims to elevate its institutional-grade messaging and media visibility through the partnership with Ludlow Consulting [1] - Elektros believes its current market positioning offers a significant investment opportunity, describing it as a "bottom-basement discount level" [1] Group 2: Industry Context - Elektros operates in the hard-rock lithium mining sector, specifically with operations in Sierra Leone, which is a critical area for lithium production [1]

Core Viewpoint - Elektros Inc. has engaged Ludlow Consulting to improve its corporate messaging, media relations, and shareholder engagement, indicating a strategic move to enhance its market presence and investor communication [1] Group 1: Company Strategy - Elektros Inc. aims to elevate its institutional-grade messaging and media visibility through the partnership with Ludlow Consulting [1] - The company believes its current market positioning offers a significant investment opportunity, describing it as a "bottom-basement discount level" [1] Group 2: Industry Context - Elektros operates in the hard-rock lithium mining sector, specifically in Sierra Leone, which is a critical area for lithium production amid growing demand for electric vehicle batteries [1]

Core Viewpoint - Elektros Inc. has engaged Ludlow Consulting to improve its corporate messaging, media relations, and shareholder engagement, indicating a strategic move to enhance visibility in a competitive market [1] Group 1: Company Strategy - The company aims to leverage the current market conditions, which it describes as a "rare bottom-basement entry opportunity" for investors [1] - Elektros Inc. positions itself as an attractive investment in the lithium mining sector, targeting a wide range of investors from billionaires to entry-level participants [1] Group 2: Market Context - The announcement suggests that the company believes it is offering equity at a "once-in-a-lifetime discount level" in the lithium mining industry [1] - This strategic communication initiative is expected to elevate the company's profile and attract more investor interest in the lithium market [1]

Core Viewpoint - Elektros Inc. has engaged Ludlow Consulting to improve its corporate messaging, media relations, and shareholder engagement, positioning itself as a unique investment opportunity in the lithium mining sector [1]. Group 1: Company Strategy - The company aims to enhance its institutional-grade messaging and media visibility through the partnership with Ludlow Consulting [1]. - Elektros Inc. is focused on improving shareholder engagement as part of its strategic communications efforts [1]. Group 2: Market Position - Elektros Inc. describes its current equity valuation as a "rare bottom-basement discount level," suggesting a significant investment opportunity for potential investors [1]. - The company emphasizes that this entry point for investing in Elektros may be a once-in-a-lifetime opportunity in the lithium mining industry [1].

Core Viewpoint - Elektros Inc. has engaged Ludlow Consulting to improve its corporate messaging, media relations, and investor engagement strategies, indicating a focus on enhancing visibility and communication with stakeholders [1]. Company Summary - Elektros Inc. is a hard-rock lithium mining developer operating in Sierra Leone [1]. - The company believes its current market positioning offers a significant investment opportunity, describing it as a "bottom-basement discount level" for potential investors [1]. Strategic Initiatives - The retention of Ludlow Consulting aims to elevate institutional-grade messaging and improve media visibility [1]. - The initiative is part of a broader strategy to enhance shareholder engagement [1].