| | 锂云母 | 3600 | 350 | - 电碳-工碳价差 元/吨 | 一 电池级碳酸锂-平均价 一 工业级碳酸锂-平均价 T. / HH 元/中 | | --- | --- | --- | --- | --- | --- | | | (Li20:1.5%-2.0%) ( | | | | | | | 锂云母 (Li20:2. 0%-2. 5%) | 5400 | 575 | | 碳酸锂注册仓单(吨) | | | 磷锂铝石 (Li20:6%-7%) HERE | 14100 | 500 | | | | | 磷锂铝石 (Li20:7%-8%) | 15300 | 600 | | | | | 正极材料 | 平均价 | 涨跌 | | | | | 磷酸铁锂(动力型) | 56385 | 2365 | | | | | 三元材料811(多晶/动力型) | 207600 | 4100 | | | | | 三元材料523(单晶/动力型) | 183500 | 3900 | | | | 170 | 三元材料613(单晶/动力型) | 184900 | 4000 | | | | | 名称 | 现值 | 变化值 | | | | ...

Group 1: Report Industry Investment Rating - No relevant information provided Group 2: Report's Core View - The demand from the terminal (energy storage + new energy vehicles) remains strong during the peak season, with the material production schedule basically flat and the flow of social inventory from upstream to downstream to the terminal being smooth. On the supply side, the production schedule in December has a slight increase, but the tight spot supply of spodumene restricts a significant resumption of production on the supply side. Overall, demand provides medium - term support for the lithium carbonate price, but there is significant pressure around the key level of 100,000 yuan [3] Group 3: Summary by Related Catalogs Lithium Compounds - SMM battery - grade lithium carbonate has an average price of 95,850 yuan with a daily increase of 2,500 yuan; SMM industrial - grade lithium carbonate has an average price of 93,350 yuan with a daily increase of 2,000 yuan [1] Lithium Futures Contracts - The closing prices and price increases of lithium carbonate futures contracts 2601 - 2605 range from 98,740 yuan to 100,600 yuan, with price increases between 0.78% and 1.35% [1] Lithium Ore - The average price of spodumene concentrate (CIF China) is 1,248 yuan with a daily increase of 25 yuan; lithium mica prices vary according to different Li₂O contents, and the prices of phospho - lithium - aluminum stone also vary by Li₂O content [1][2] Cathode Materials - The average prices of cathode materials such as lithium iron phosphate (power type), ternary material 811 (polycrystalline/power type), ternary material 523 (single - crystal/power type), and ternary material 613 (single - crystal/power type) are 39,845 yuan, 162,800 yuan, 146,000 yuan, and 145,700 yuan respectively, with corresponding price increases [2] Price Spreads - The price spread between battery - grade and industrial - grade lithium carbonate is 2,500 yuan; the price spread between battery - grade lithium carbonate and the main contract is - 4,750 yuan with a change of 1,160 yuan; and there are also price spreads between near - month and consecutive contracts [2] Inventory - The total weekly inventory is 111,469 tons with a decrease of 2,133 tons, including 19,161 tons in smelters (a decrease of 1,606 tons), 42,738 tons in downstream (a decrease of 957 tons), and 49,570 tons in other (an increase of 430 tons); the daily registered warehouse receipts are 15,286 tons with a change of 26 tons [2] Profit Estimation - The cash cost of purchasing spodumene concentrate externally is 99,567 yuan with a profit of - 5,047 yuan; the cash cost of purchasing lithium mica concentrate externally is 96,908 yuan with a profit of - 4,739 yuan [3] Industry News - The national new - energy storage installed capacity exceeds 100 million kilowatts, 30 times that at the end of the "13th Five - Year Plan" and accounting for over 40% of the global total installed capacity. During the peak summer period this year, the peak call of new - energy storage exceeded 30 million kilowatts [3]

Report Industry Investment Rating - Not provided Core Viewpoints - The demand from the terminal (energy storage + new energy vehicles) remains strong during the peak season, the production schedule of the material end is basically flat, and the chain of social inventory movement from "upstream - downstream - terminal" is smooth. In terms of supply, the production schedule in December has a slight increase, and the tight spot supply of spodumene restricts the large - scale resumption of production on the supply side. Overall, demand provides medium - term support for the lower price of lithium carbonate, but there is significant pressure near the key level of 100,000 [3] Summary by Relevant Catalogs Lithium Compounds - SMM battery - grade lithium carbonate has an average price of 94,500 with a rise of 2,500; SMM industrial - grade lithium carbonate has an average price of 92,000 with a rise of 2,000 [1] Lithium Ore - Lithium spodumene concentrate (CIF China) has an average price of 1,220 with a rise of 10; lithium mica (Li20:1.5% - 2.0%) has an average price of 1,680 with a rise of 15; lithium mica (Li20:2.0% - 2.5%) has an average price of 2,605 with a rise of 15; phospho - lithium - aluminum stone (Li20:6% - 7%) has an average price of 9,175 with a rise of 115; phospho - lithium - aluminum stone (Li20:7% - 8%) has an average price of 10,450 with a rise of 175 [1][2] Cathode Materials - The average price of lithium iron phosphate (power type) is 39,520 with a rise of 240; the average price of ternary material 811 (polycrystalline/power type) is 162,350 with a rise of 250; the average price of ternary material 523 (single - crystal/power type) is 145,550 with a rise of 400; the average price of ternary material 613 (single - crystal/power type) is 145,250 with a rise of 300 [2] Price Spreads - The price spread between battery - grade and industrial - grade lithium carbonate is 2,500; the price spread between battery - grade lithium carbonate and the main contract is - 3,220 with a change of 2,160; the price spread between the near - month and the first - continuous contract is - 380 with a change of - 200; the price spread between the near - month and the second - continuous contract is - 240 with a change of 20 [2] Inventory - The total inventory (weekly, tons) is 111,469 with a decrease of 2,133; the inventory of smelters (weekly, tons) is 19,161 with a decrease of 1,606; the inventory of downstream (weekly, tons) is 42,738 with a decrease of 957; the inventory of others (weekly, tons) is 49,570 with an increase of 430; the registered warehouse receipts (daily, tons) is 15,050 with an increase of 300 [2] Profit Estimation - The cash cost of purchasing spodumene concentrate externally is 97,832, and the profit is - 4,649; the cash cost of purchasing lithium mica concentrate externally is 94,715, and the profit is - 3,869 [3] Industry News - The installed capacity of new - type energy storage in China has exceeded 100 million kilowatts, which is more than 30 times that at the end of the "13th Five - Year Plan" and accounts for more than 40% of the global total installed capacity. During the peak summer period this year, the peak call of new - type energy storage in China exceeded 30 million kilowatts [3]

Report Industry Investment Rating - No information provided Core Viewpoint - The demand for lithium carbonate is strongly supported, but there is a short - term correction pressure due to the previous rapid increase [3] Summary by Relevant Catalogs Lithium Compound Prices - The average price of SMM battery - grade lithium carbonate is 92,750 yuan/ton, and the average price of SMM industrial - grade lithium carbonate is 90,350 yuan/ton [1] - The closing prices and price changes of lithium carbonate futures contracts: the price of lithium carbonate 2512 is 92,580 yuan/ton with a - 0.24% change; lithium carbonate 2601 is 91,000 yuan/ton with a - 1.02% change; lithium carbonate 2602 is 91,340 yuan/ton with a - 1.23% change; lithium carbonate 2603 is 91,240 yuan/ton with a - 1.23% change; lithium carbonate 2604 is 92,560 yuan/ton with a - 1.3% change [1] Lithium Ore Prices - The price of lithium spodumene concentrate (CIF China) is 1,165 yuan/ton [1] - The price of lithium mica (Li20:1.5% - 2.0%) is 1,610 yuan/ton; lithium mica (Li20:2.0% - 2.5%) is 2,535 yuan/ton; phospho - lithium - aluminum stone (Li20:6% - 7%) is 8,675 yuan/ton; phospho - lithium - aluminum stone (Li20:7% - 8%) is 9,925 yuan/ton [2] Cathode Material Prices - The average price of lithium iron phosphate (power type) is 39,095 yuan/ton; the average price of ternary material 811 (polycrystalline/power type) is 161,800 yuan/ton with a 200 - yuan increase; the average price of ternary material 523 (single - crystal/power type) is 144,700 yuan/ton with a 250 - yuan increase; the average price of ternary material 613 (single - crystal/power type) is 144,700 yuan/ton with a 150 - yuan increase [2] Price Differences - The difference between battery - grade and industrial - grade lithium carbonate is 2,400 yuan/ton; the difference between battery - grade lithium carbonate and the main contract is - 50 yuan/ton with a 2,040 - yuan change; the difference between the near - month and the first - continuous contract is - 340 yuan/ton with a - 40 - yuan change; the difference between the near - month and the second - continuous contract is - 240 yuan/ton with a 40 - yuan change [2] Inventory - The total inventory (weekly, tons) is 113,602 tons with a - 2,366 - ton change; the smelter inventory (weekly, tons) is 20,767 tons with a - 3,557 - ton change; the downstream inventory (weekly, tons) is 43,695 tons with a 1,711 - ton change; the other inventory (weekly, tons) is 49,140 tons with a - 520 - ton change; the registered warehouse receipts (daily, tons) is 12,920 tons with a - 200 - ton change [2] Profit Estimation - The cash cost of purchasing lithium spodumene concentrate is 94,487 yuan/ton, and the profit is - 3,021 yuan/ton; the cash cost of purchasing lithium mica concentrate is 93,100 yuan/ton, and the profit is - 3,898 yuan/ton [3] Industry News - The new energy storage installed capacity in China exceeds 100 million kilowatts, 30 times that at the end of the "13th Five - Year Plan", accounting for over 40% of the global total installed capacity. During the peak summer period this year, the peak call of new energy storage exceeded 30 million kilowatts [3] Market Situation - The peak season of the terminal (energy storage + new energy vehicles) continues, the production schedule of the material end is basically flat, and the inventory transfer chain of "upstream - downstream - terminal" is smooth. In December, the production schedule increases slightly, and the tight spot supply of lithium spodumene restricts the large - scale resumption of production on the supply side. The market generally expects the downstream mine to resume production after obtaining the license in mid - December [3]

Report Summary 1. Report Industry Investment Rating - Not provided in the given content. 2. Core Viewpoints of the Report - The prices of battery - grade and industrial - grade lithium carbonate, lithium ore, and cathode materials are generally in a declining trend [1][2]. - This week, lithium carbonate production decreased by 265 tons and inventory decreased by 2452 tons [3]. - Currently, the market's core focus is on demand changes. Weekly demand is basically stable, providing support for prices. In the medium - term, due to the release of energy storage demand, prices tend to rise, but there is downward pressure on prices in the short - term [3]. 3. Summary by Related Catalogs Lithium Compounds - The average price of SMM battery - grade lithium carbonate is 94,350 yuan/ton, down 50 yuan; the average price of SMM industrial - grade lithium carbonate is 91,900 yuan/ton, down 50 yuan [1]. - The closing prices of lithium carbonate futures contracts from 2512 to 2604 all showed declines, with a maximum decline of 2.76% [1]. Lithium Ore - Lithium ore prices are generally falling. For example, the price of lithium spodumene concentrate (CIF China) is 1180 yuan/ton, down 4 yuan [1]. Cathode Materials - The average price of lithium iron phosphate (power type) is 39,485 yuan/ton, down 15 yuan; the average price of ternary material 811 (polycrystalline/power type) is 161,700 yuan/ton, down 100 yuan [2]. Price Differences - The difference between battery - grade and industrial - grade lithium carbonate is 2450 yuan/ton, with a change of - 1 yuan [2]. - The difference between battery - grade lithium carbonate and the main contract is 690 yuan/ton, with a change of 2850 yuan [2]. Inventory - The total inventory (weekly, tons) is 115,968 tons, a decrease of 2452 tons; downstream inventory (weekly, tons) is 41,984 tons, a decrease of 2452 tons; other inventory (weekly, tons) is 49,660 tons, an increase of 1780 tons; registered warehouse receipts (daily, tons) is 9652 tons, an increase of 112 tons [2]. Profit Estimation - The cash cost of externally purchased lithium spodumene concentrate is 95,330 yuan/ton, and the profit is - 2287 yuan/ton; the cash cost of externally purchased lithium mica concentrate is 93,827 yuan/ton, and the profit is - 3093 yuan/ton [3]. Industry News - The new energy storage installed capacity in China exceeds 100 million kilowatts, 30 times more than that at the end of the "13th Five - Year Plan", accounting for over 40% of the global total installed capacity [3]. - The market expects that the mining permit for Ningde Times' Xiakeng Mine will be issued in mid - January at the latest, and possibly in December at the earliest, and its impact on prices will gradually decrease [3].

Report Summary 1. Report Industry Investment Rating - No information about the industry investment rating is provided in the report. 2. Core Viewpoints - The current market is mainly concerned about demand changes, with weekly demand remaining stable and prices being supported. In the medium - term, due to the continued release of energy storage demand, prices tend to rise, but there is downward pressure on prices in the short - term [3]. - The news that the certification materials of Ningde Times' Xiakeng Mine are complete and have been received is expected to get the certificate in mid - January at the latest and as early as December, and the subsequent impact of this mine on prices will gradually decrease [3]. 3. Summary by Related Catalogs Lithium Compounds - SMM battery - grade lithium carbonate has an average price of 94,400 yuan/ton, up 2,500 yuan/ton; SMM industrial - grade lithium carbonate has an average price of 91,950 yuan/ton, up 2,000 yuan/ton [1]. - The prices of lithium carbonate futures contracts from 2607 to 2611 are all down, with the decline ranging from 0.64% to 0.94% [1]. Lithium Ore - The price of lithium spodumene concentrate (CIF China) is 1,184 US dollars, down 6 US dollars [1]. - The prices of lithium mica (Li20: 1.5% - 2.0%), lithium mica (Li20: 2.0% - 2.5%), phospho - lithium - aluminum stone (Li20: 6% - 7%), and phospho - lithium - aluminum stone (Li20: 7% - 8%) are down by 20, 25, 150, and 225 respectively [2]. Cathode Materials - The average price of lithium iron phosphate (power type) is 39,500 yuan/ton, up 15 yuan/ton; the prices of ternary materials 811 (polycrystalline/power type), 523 (single - crystal/power type), and 613 (single - crystal/power type) remain unchanged [2]. Price Spreads - The difference between battery - grade and industrial - grade lithium carbonate is 2,450 yuan/ton, with no change; the difference between battery - grade lithium carbonate and the main contract is - 2,160 yuan/ton, up 430 yuan/ton [2]. - The differences between the near - month contract and the first - continuous contract and the second - continuous contract are 2,120 yuan/ton (up 20 yuan/ton) and - 280 yuan/ton (up 160 yuan/ton) respectively [2]. Inventory - The total inventory is 115,968 tons (weekly), down 2,452 tons; the inventory of smelters is 24,324 tons (weekly), down 1,780 tons; the inventory of downstream is 41,984 tons (weekly), down 2,452 tons; the inventory of others is 49,660 tons (weekly), up 1,780 tons; the registered warehouse receipts are 8,992 tons (daily), up 770 tons [2]. Profit Estimation - The cash cost of外购锂辉石精矿 is 95,626 yuan/ton, with a profit of - 2,534 yuan/ton; the cash cost of外购锂云母精矿 is 94,173 yuan/ton, with a profit of - 3,390 yuan/ton [3]. Industry News - The new energy storage installed capacity in China exceeds 100 million kilowatts, 30 times that at the end of the 13th Five - Year Plan, accounting for over 40% of the global total installed capacity. During the peak summer period this year, the peak call of new energy storage exceeded 30 million kilowatts [3]. - This week, lithium carbonate production decreased by 265 tons and inventory decreased by 2,452 tons [3].

Group 1: Report Industry Investment Rating - No information provided Group 2: Report's Core View - The market's core focus is on demand changes, with weekly demand essentially stable, providing price support. In the medium - term, due to the ongoing release of energy storage demand, prices are bullish, but there is a callback pressure on prices in the short - term [3] Group 3: Summary According to Related Content Lithium Compound Prices - The average price of SMM battery - grade lithium carbonate is 94,350 yuan/ton, and the average price of SMM industrial - grade lithium carbonate is 91,900 yuan/ton [1] Lithium Ore Prices - The price of lithium spodumene concentrate (CIF China) is 1,190 yuan/ton, up 40 yuan/ton [1] Lithium Mica and Phosphorus Lithium Alum Stone Prices - Lithium mica (Li20: 1.5% - 2.0%) is 1,665 yuan, lithium mica (Li20: 2.0% - 2.5%) is 2,600 yuan, phosphorus lithium alum stone (Li20: 6% - 7%) is 9,125 yuan, and phosphorus lithium alum stone (Li20: 7% - 8%) is 10,525 yuan [2] Cathode Material Prices - The average price of lithium iron phosphate (power type) is 39,485 yuan, up 145 yuan; the average price of ternary material 811 (polycrystalline/power type) is 161,800 yuan, up 100 yuan; the average price of ternary material 523 (single - crystal/power type) is 144,600 yuan, up 200 yuan; the average price of ternary material 613 (single - crystal/power type) is 144,750 yuan, up 100 yuan [2] Price Spreads - The difference between battery - grade and industrial - grade lithium carbonate is 2,450 yuan/ton, with a change of - 0.1 yuan; the difference between battery - grade lithium carbonate and the main contract is - 2,590 yuan, up 80 yuan; the difference between the near - month and the first - continuous contract is - 140 yuan, down 60 yuan; the difference between the near - month and the second - continuous contract is - 440 yuan, down 300 yuan [2] Inventory - The total inventory (weekly, tons) is 115,968 tons, with a decrease of 2,452 tons; the downstream inventory (weekly, tons) is 41,984 tons, with a decrease of 2,452 tons; the other inventory (weekly, tons) is 49,660 tons, with an increase of 1,780 tons; the registered warehouse receipts (daily, tons) is 8,222 tons, with an increase of 2,781 tons [2] Profit Estimation - The cash cost of externally purchased lithium spodumene concentrate is 95,970 yuan, and the profit is - 2,927 yuan; the cash cost of externally purchased lithium mica concentrate is 94,750 yuan, and the profit is - 4,016 yuan [3] Industry News - This week, lithium carbonate production decreased by 265 tons and inventory decreased by 2,452 tons [3] - The installed capacity of new energy storage in China exceeds 100 million kilowatts, 30 times that at the end of the 13th Five - Year Plan, accounting for over 40% of the global total installed capacity [3] - During this year's peak summer period, the peak call of new energy storage in China exceeded 30 million kilowatts, 1.3 times the full - load power of the Three Gorges Hydropower Station [3] - The market expects that the mining license for Ningde Times' Xiakeng Mine will be issued in mid - January at the latest and possibly in December at the earliest, and its impact on prices will gradually decrease [3]

利润估算 种类 88224 外购锂辉石精矿现金成本 N # 利 外购锂辉石精矿利润 2549 >EE 外购锂云母精矿现金成本 90365 外购锂云母精矿利润 -1850 、行业协会将建议设成本红线规范报价磷酸铁锂行业推进反内卷。由于我回磷酸铁锂行业陷入连续多年整体性亏损的窘境，产业无序竞争 账价内卷现象威肋全行业生存根基与持续发展大局，中国化学与物理电源行业协会将发布《关于参考磷酸铁锂成本指数及规范行业发展的通 知》。该《通知》建议，企业应将协会11月18日披露的行业平均成本区间作为报价的重要参考，不要突破成本红线开展低价倾销。记者? 中国化学与物理电源行业协会将自本月起，每月定期披露行业平均成本区间,为企业报价提供权威监管依据。同时，协会建议企业雇 息报送义务,企业每月定期向协会如实、完整提交产能、产量、库存等经营数据,作为行业资源配等重要参考依据。 SMM,本周碳酸锂增产585吨,去库2052吨 H a 价格运行到10万元后，市场核心关注需求旺季的延续性和江西矿端的复产节奏。上周受到去库幅度收窄和矿端复产消息，部分获利盘了结离 引发市场回调。目前，终端需求仍维持旺盛，由于前期加速上涨，市场积累了大量获利盘 ...

1. Report Industry Investment Rating - No relevant information provided 2. Core View - The China Chemical and Physical Power Sources Industry Association will issue a notice on referring to the lithium iron phosphate cost index and standardizing industry development, suggesting that companies use the industry average cost range disclosed on November 18th as an important reference for pricing and not engage in low - price sales below cost. The association will disclose the industry average cost range monthly and requires companies to submit operating data regularly. This week, lithium carbonate production increased by 585 tons and inventory decreased by 2052 tons, with a narrowing de - stocking amplitude, and lithium carbonate may turn around in the short term [3] 3. Summary by Relevant Categories Lithium Compounds - SMM battery - grade lithium carbonate has an average price of 91,300 yuan with an increase of 2,400 yuan; SMM industrial - grade lithium carbonate has an average price of 88,900 yuan with an increase of 2,400 yuan [1] Lithium Carbonate Futures Contracts - Carbonate lithium 2512 closed at 98,880 yuan with a 1.71% increase; carbonate lithium 2601 closed at 98,980 yuan with a 0.84% increase; carbonate lithium 2602 closed at 99,060 yuan with a 0.98% increase; carbonate lithium 2603 closed at 99,160 yuan with a 1.25% increase; carbonate lithium 2604 closed at 100,060 yuan with a 1.91% increase [1] Lithium Ore - Lithium spodumene concentrate (CIF China) has an average price of 1,117 yuan with an increase of 31 yuan; lithium mica (Li20: 1.5% - 2.0%) has an average price of 1,710 yuan with an increase of 85 yuan; lithium mica (Li20: 2.0% - 2.5%) has an average price of 2,700 yuan with an increase of 125 yuan; lithium aluminum phosphate (Li20: 6% - 7%) has an average price of 9,575 yuan with an increase of 675 yuan; lithium aluminum phosphate (Li20: 7% - 8%) has an average price of 11,075 yuan with an increase of 675 yuan [1][2] Cathode Materials - Lithium iron phosphate (power type) has an average price of 38,745 yuan with an increase of 580 yuan; ternary material 811 (polycrystalline/power type) has an average price of 161,550 yuan with an increase of 400 yuan; ternary material 523 (single - crystal/power type) has an average price of 143,750 yuan with an increase of 700 yuan; ternary material 613 (single - crystal/power type) has an average price of 144,050 yuan with an increase of 700 yuan [2] Price Spreads - The difference between battery - grade and industrial - grade lithium carbonate is 2,400 yuan; the difference between battery - grade lithium carbonate and the main contract is - 7,680 yuan with a change of 2,720 yuan; the difference between the near - month and the first continuous contract is - 100 yuan with a change of 140 yuan; the difference between the near - month and the second continuous contract is - 180 yuan with a change of 140 yuan [2] Inventory - The total weekly inventory is 118,420 tons with a decrease of 2,052 tons; the smelter weekly inventory is 26,104 tons with a decrease of 2,166 tons; the downstream weekly inventory is 44,436 tons with a decrease of 4,336 tons; the other weekly inventory is 47,880 tons with an increase of 4,450 tons; the daily registered warehouse receipts are 26,916 tons with an increase of 150 tons [2] Profit Estimation - The cash cost of purchasing lithium spodumene concentrate externally is 91,481 yuan, and the profit is - 1,451 yuan; the cash cost of purchasing lithium mica concentrate externally is 97,058 yuan, and the profit is - 9,277 yuan [3]

Group 1: Report Industry Investment Rating - No information provided Group 2: Core View of the Report - Due to the mismatch between supply and demand, with the terminal (energy storage + new energy vehicles) peak season continuing and the supply fluctuating at a high level without a significant increase, the price of lithium carbonate has obvious support at the bottom. Considering the hedging pressure and the resumption of production in Jiangxi mines, it is expected that the price of lithium carbonate may fluctuate widely in the short term [3] Group 3: Summary by Relevant Catalogs Lithium Compounds - The average price of SMM battery - grade lithium carbonate is 84,350 yuan/ton, with a daily increase of 3,000 yuan/ton; the average price of SMM industrial - grade lithium carbonate is 82,000 yuan/ton, with a daily increase of 900 yuan/ton [1] Futures Contracts - The closing price of lithium carbonate 2511 is 86,400 yuan/ton, with a daily increase of 1.58%; the closing price of lithium carbonate 2512 is 87,660 yuan/ton, with a daily increase of 1.34%; the closing price of lithium carbonate 2601 is 87,840 yuan/ton, with a daily increase of 1.39%; the closing price of lithium carbonate 2602 is 87,620 yuan/ton, with a daily increase of 1.51%; the closing price of lithium carbonate 2603 is 87,360 yuan/ton, with a daily increase of 1.28% [1] Lithium Ore - The average price of lithium spodumene concentrate (CIF China) (Li2O 5% - 6%) is 1,001 yuan/ton, with a daily increase of 17 yuan/ton; the average price of lithium mica (Li2O: 1.5% - 2.0%) is 1,450 yuan/ton, with a daily increase of 30 yuan/ton; the average price of lithium mica (Li2O: 2.0% - 2.5%) is 2,280 yuan/ton, with a daily increase of 35 yuan/ton; the average price of amblygonite (Li2O: 6% - 7%) is 8,085 yuan/ton, with a daily increase of 205 yuan/ton; the average price of amblygonite (Li2O: 7% - 8%) is 9,510 yuan/ton, with a daily increase of 215 yuan/ton [1][2] Cathode Materials - The average price of lithium iron phosphate (power type) is 36,960 yuan/ton, with a daily increase of 355 yuan/ton; the average price of ternary material 811 (polycrystalline/power type) is 160,350 yuan/ton, with a daily increase of 100 yuan/ton; the average price of ternary material 523 (single - crystal/power type) is 141,650 yuan/ton, with a daily increase of 500 yuan/ton; the average price of ternary material 613 (single - crystal/power type) is 142,150 yuan/ton, with a daily increase of 500 yuan/ton [2] Price Spreads - The difference between battery - grade and industrial - grade lithium carbonate is 2,350 yuan/ton, with a daily increase of 150 yuan/ton; the difference between battery - grade lithium carbonate and the main contract is - 3,490 yuan/ton, with a daily decrease of 210 yuan/ton; the difference between the near - month and the first - continuous contract is - 180 yuan/ton, with a daily decrease of 100 yuan/ton; the difference between the near - month and the second - continuous contract is 40 yuan/ton, with a daily decrease of 180 yuan/ton [2] Inventory - The total weekly inventory is 120,472 tons, with a weekly decrease of 3,481 tons; the weekly inventory of smelters is 28,270 tons, with a weekly decrease of 2,445 tons; the weekly inventory of downstream is 48,772 tons, with a weekly decrease of 3,236 tons; the weekly inventory of others is 43,430 tons, with a weekly increase of 2,200 tons; the daily registered warehouse receipts are 27,508 tons, with a daily decrease of 770 tons [2] Profit Estimation - The cash cost of externally purchased lithium spodumene concentrate is 84,065 yuan/ton, and the profit is - 907 yuan/ton; the cash cost of externally purchased lithium mica concentrate is 87,365 yuan/ton, and the profit is - 6,361 yuan/ton [3]