2025 年 12 月 25 日 期货研究 商 品 研 究 碳酸锂：高位震荡，关注复产进展与情绪降温 | | | 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 | | | | 2601合约（收盘价） | 122,760 | 4,320 | 15,940 | 28,680 | 32,280 | 49,880 | | | | 2601合约（成交量） | 30,388 | 7,995 | -25,691 | -27,642 | -424,224 | -73,785 | | | | 2601合约（持仓量） | 38, ...

碳酸锂：下游材料存涨价预期，偏强震荡 | | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 2601合约（收盘价） | 118,440 | 5,960 | 19,700 | 27,440 | 27,420 | 47,180 | | | | 2601合约（成交量） | 22,393 | -9,175 | -1,409 | -32,991 | -1,115,431 | -46,896 | | | | 2601合约（持仓量） | 45,342 | -5,183 | -47,315 | -105,318 | -365,985 | -127,138 | | | 盘面 | ...

赣锋锂业公告称，公司此前获批2025年度对外担保额度363.50亿元。公司为丰城赣锋、赣锋锂电、新余 赣锋电子的债务分别提供2.52亿元质押担保、3.87亿元、1亿元连带责任担保。截至2025年9月30日，三 家子公司资产负债率分别为78.66%、71.71%、68.55%。截至公告披露日，公司及其控股子公司对外担 保总余额210.94亿元，占最近一期经审计净资产的50.48%。 ...

Core Viewpoint - The article highlights the commencement of a new lithium slag harmless comprehensive utilization project by Hunan Dazhonghe Lithium Mine Co., Ltd., which is expected to produce 80,000 tons of battery-grade lithium carbonate annually by 2028 [1]. Group 1 - Hunan Dazhonghe Lithium Mine has launched a lithium slag utilization project that aims for an annual output of 80,000 tons of battery-grade lithium carbonate, with completion expected in 2028 [1]. - On the same day, Dazhong Mining's parent company announced that its wholly-owned subsidiary, Chenzhou Chengtai Mining Investment Co., Ltd., received a 30-year mining license for the Hunan Jijia Mountain lithium mine, marking the first large-scale lithium mining license obtained by Dazhong Mining [1]. - The lithium resources at the Jijia Mountain mine are evaluated at 48,987.2 million tons, equivalent to approximately 3.2443 million tons of lithium carbonate, with an approved open-pit mining scale of 20 million tons per year [1][2].