当碳酸锂期货价格因停产消息触碰9万元/吨新高后，市场对碳酸锂的价格预期需要再一次修正。 近期除了有江特电机的复产消息外，多个锂盐项目产能处于爬坡节奏，稳定了碳酸锂的供应面。 新增26万吨碳酸锂供应 中国五矿4万吨锂盐蒸汽输送项目正式开工，10月前将全面释放中国盐湖11.5万吨/年锂盐产能。 川能动力所属的德阿锂业已于7月成功调试产出合格电池级锂盐。该项目依托 李家沟锂辉石矿， 其1.5万吨/年碳酸锂与1.5万吨/年氢氧化锂产能，预计在8月全面达标达产。 赣锋锂业位于四川宣汉县的锂辉石提锂项目预计今年达产电池级碳酸锂和氢氧化锂4.5万吨。 市场预计，2025年 国内 将新增26万吨碳酸锂供应，总产量将达到80万吨，占全球产量近七成。 盐湖提锂潜力释放 值得注意的是，在行业降本的共识下，低成本锂盐产能占比正在上升。 从目前来看，盐湖提锂是锂盐新增产能的重要来源。由于盐湖提锂单位经营成本低，位于全球锂成 本曲线左侧，正成为市场的刚性供给。 全国最大、世界第二的可溶性钾镁盐矿床察尔汗盐湖长期以来受限于技术瓶颈资源利用率不足 30%。随着中国五矿4万吨锂盐项目的配套蒸汽工程落地，这将与已完成的吸附提锂装置形成 "黄 金 ...

智通财经8月27日讯（编辑 李响 实习生 罗阳）上半年，全球锂盐行业经历深度调整，相关发债主体半年报数据持续承压。 智通财经注意到，作为锂业龙头，江西赣锋锂业集团股份有限公司("赣锋锂业"，002460.SZ)近日披露的半年报显示，上半年 实现营收83.76亿元，同比下降12.65%；归属于上市公司股东的净利润为-5.31亿元，非经常性收益为3.82亿元，扣非后净利润 亏损扩大至-9.13亿元，报告期内产生的较大非经常性收益一定程度上支撑了净利润表现。 经查询，赣锋锂业目前有存续债券2只，规模合计为15.50亿元。 行业供需格局转变，锂价下行致使公司锂盐业务营收承压 公开资料显示，赣锋锂业是一家领先的锂生态企业，被市场称为"世界级锂王"，业务贯穿上游锂资源开发、中游锂盐深加工 及金属锂冶炼、下游锂电池制造及退役锂电池综合回收利用。 对于业绩亏损，赣锋锂业在半年报中表示，2025年上半年，全球锂盐行业经历深度调整，受供需格局转变、锂产品市场波动 的影响，锂盐及锂电池产品销售价格下跌，虽公司电池板块的产能有序释放、销售增长，但公司整体经营业绩遭受一定冲 击，同比有所下降。 半年报显示，赣锋锂业锂系列产品实现营收4 ...

2025 年 8 月 26 日 碳酸锂：驱动有限，区间震荡或延续 | | 邵婉嫕 投资咨询从业资格号：Z0015722 | shaowanyi@gtht.com | | --- | --- | --- | | | 刘鸿儒（联系人） 期货从业资格号：F03124172 | liuhongru@gtht.com | | 【基本面跟踪】 | | | 碳酸锂基本面数据 | | | | T | T-1 | T-5 | T-10 | T-22 | T-66 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 2509合约（收盘价） | 79,580 | 400 | -9,720 | -980 | 2,900 | 16,260 | | | | 2509合约（成交量） | 15,885 | -7,290 | -34,468 | -489 | -1,754,398 | -46,130 | | | | 2509合约（持仓量） | 44,710 | -6,374 | -36,407 | -103,374 | -392,017 | -51,032 | | | ...

Group 1 - The core viewpoint of the article emphasizes the company's strategic move to issue shares to specific investors to enhance its financial strength and support its growth in response to increasing demand for processed lithium products [2][5][6] - The issuance is aligned with global trends towards carbon neutrality and the promotion of clean energy, particularly in the context of China's ambitious carbon peak and carbon neutrality goals set for 2030 and 2060 respectively [3][4] - The company aims to utilize the raised funds to improve operational efficiency, enhance market responsiveness, and ensure supply security for key customers, thereby facilitating stable development [6][8] Group 2 - The global market for new energy vehicles is projected to grow significantly, with an expected increase in sales to 18.236 million units in 2024, representing a year-on-year growth of 24.4%, and China's market share rising to 70.5% [4] - The demand for lithium products is anticipated to remain strong due to the rapid expansion of the lithium-ion battery market, driven by both the new energy vehicle sector and energy storage solutions [4][6] - The company plans to enhance its supply chain and technological capabilities, focusing on resource development and efficiency to maintain competitiveness in the lithium salt industry [7][8] Group 3 - The issuance of shares will be conducted at a price of 6.96 yuan per share, which is not less than 80% of the average trading price over the previous 20 trading days [11][14] - The issuance is expected to increase the company's total assets and net assets, optimizing its capital structure and alleviating short-term cash flow pressures [6][8] - The company has established a robust governance structure to ensure compliance with regulations and protect shareholder interests, including a commitment to transparent management of the raised funds [24][25]