ITG国贸期货 投资咨询业务资格:证监许可【2012】31号 碳酸锂数据日报 谢灵 投资咨询号: Z0015788 从业资格号: F3040017 国贸期货研究院 2025/06/30 有色金属研究中心 研究助理 陈宇森 从业资格号: F03123927 数据来源:SMM,公开新闻整理 100000 锂化合物 平均价 涨跌 SMM电池级碳酸锂 61150 550 80000 4000 SMM工业级碳酸锂 59550 550 收盘价 涨跌幅 期货合约 60000 碳酸锂2507 63240 3.03% 碳酸锂2508 63340 3.06% 40000 碳酸锂2509 3. 33% 63300 碳酸锂2510 - 1000 63200 3.23% 20000 碳酸锂2511 63100 3.27% 平均价 锂矿 锂辉石精矿(CIF中国) 629 4 46 297 (Li20:5 5%-6%) 利润估算 种类 外购锂辉石精矿现金成本 60767 H 利 生 注 外购锂辉石精矿利润 -466 65930 F 外购锂云母精矿现金成本 外购锂云母精矿利润 -7131 行业 津巴布韦将从 2027 年起禁止锂精矿出口。根 ...

ITG国贸期货 投资咨询业务资格:证监许可【2012】31号 碳酸锂数据日报 国贸期货研究院 谢灵 投资咨询号: Z0015788 从业资格号: F3040017 2025/06/26 有色金属研究中心 研究助理 陈宇森 从业资格号: F03123927 数据来源:SMM,公开新闻整理 100000 锂化合物 平均价 涨跌 SMM电池级碳酸锂 60200 300 80000 4000 SMM工业级碳酸锂 58600 300 收盘价 涨跌幅 期货合约 60000 3000 碳酸锂2507 61180 1.02% 61080 碳酸锂2508 0. 89% 40000 碳酸锂2509 0. 96% 60880 碳酸锂2510 - 1000 60800 0.76% 20000 碳酸锂2511 60740 1.2% 平均价 锂矿 锂辉石精矿(CIF中国) 619 2 46 esn (Li20:5 5%-6%) | | 锂云母 | 685 | 20 | 电碳-工碳价差 元/吨 | - 【业级碳酸锂-平均价 - 电池级碳酸锂-平均价 TT / 144 | | --- | --- | --- | --- | --- | -- ...

| | 锂云母 | 665 | | = 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 / 144 | | --- | --- | --- | --- | --- | --- | | | (Li20:1.5%-2.0%) | | | | | | | 锂云母 (Li20:2.0%-2.5%) | 1190 | | | 碳酸锂注册仓单(吨) | | | 磷锂铝石 (Li20:6%-7%) dB1 | 5225 | -335 | | | | | 磷锂铝石 (Li20:7%-8%) | 6075 | -390 | | | | | 正极材料 | 平均价 | 涨跌 | | | | | 磷酸铁锂(动力型) | 30160 | -15 | | | | | 三元材料811(多晶/动力型) | 142760 | 10 | | | | | 三元材料523(单晶/动力型) | 114175 | 50 | | | | | 三元材料613(单晶/动力型) | 120375 | 0 | | | | | 名称 | 现值 | 変化值 | | | | | 电碳-工碳 | 1600 | F | | | | 价 差 ...

| | 锂云母 | 685 | -10 | - 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 / HU TI / Holi | | --- | --- | --- | --- | --- | --- | | | (Li20:1.5%-2.0%) ( | | | | | | | 锂云母 (Li20:2.0%-2.5%) | 1210 | -15 | | 碳酸锂注册仓单(吨) | | | 磷锂铝石 (Li20:6%-7%) | 5625 | | | | | | 磷锂铝石 (Li 20 : 7%-8%) | 6540 | -55 | | | | | 正极材料 | 平均价 | 涨跌 | | | | | 磷酸铁锂(动力型) | 30350 | -20 | | | | | 三元材料811(多晶/动力型) | 142630 | -350 | | | | | 三元材料523(单晶/动力型) | 113925 | -300 | | | | | 三元材料613(单晶/动力型) | 120275 | -300 | | | | | 名称 | 现值 | 变化值 | | | | | 电碳-工碳 | ...

| | 锂云母 | 675 | | 电硕-工候价差 元/吨 | - 工业级碳酸锂-平均价 - 申池级碳酸锂-平均价 | | --- | --- | --- | --- | --- | --- | | | (Li20:1.5%-2.0%) ( | | | | | | | 锂云母 (Li20:2.0%-2.5%) | 1185 | | | 碳酸锂注册仓单(吨) | | | 磷锂铝石 (Li20:6%-7%) | 5700 | | | | | | 磷锂铝石 (Li20:7%-8%) | 6640 | -50 | | | | | 正极材料 | 平均价 | 涨跌 | 3 | | | | 磷酸铁锂(动力型) | 30315 | -20 | | | | | 三元材料811(多晶/动力型) | 144690 | -100 | | | | | 三元材料523(单晶/动力型) | 114875 | -30 | | | | | 三元材料613(单晶/动力型) | 122055 | -80 | | | | | 名称 | 现值 | 変化值 | | | | | 电碳-工碳 | 1600 | P | | | | 价 差 | 电碳-主力合约 ...

Report Industry Investment Rating - Not provided Core Viewpoints - The downstream raw material inventory in the lithium industry is at a high level, with sufficient warehouse receipt inventory. In the short term, downstream demand is mainly for rigid procurement, and the willingness to stock up has not increased. The social inventory continues to accumulate, resulting in a supply surplus situation [3] Summary by Relevant Catalogs Lithium Compounds - SMM battery - grade lithium carbonate has an average price of 66,650 yuan/ton, a decrease of 450 yuan/ton [1] - SMM industrial - grade lithium carbonate has an average price of 65,000 yuan/ton, a decrease of 400 yuan/ton [1] Lithium Futures Contracts - The closing price of lithium carbonate 2505 is 64,120 yuan/ton, with a decline of 2.55% [1] - The closing price of lithium carbonate 2506 is 64,200 yuan/ton, with a decline of 1.92% [1] - The closing price of lithium carbonate 2507 is 64,160 yuan/ton, with a decline of 1.99% [1] - The closing price of lithium carbonate 2508 is 65,320 yuan/ton, with a decline of 1.77% [1] - The closing price of lithium carbonate 2509 is 65,520 yuan/ton, with a decline of 1.86% [1] Lithium Ore - The average price of lithium spodumene concentrate (CIF China) is 750 yuan/ton, a decrease of 17 yuan/ton [1] - The average price of lithium mica (Li20: 1.5% - 2.0%) is 840 yuan/ton, a decrease of 25 yuan/ton [2] - The average price of lithium mica (Li20: 2.0% - 2.5%) is 1470 yuan/ton, a decrease of 30 yuan/ton [2] - The average price of phospho - lithium - aluminum stone (Li20: 6% - 7%) is 6500 yuan/ton [2] - The average price of phospho - lithium - aluminum stone (Li20: 7% - 8%) is 7600 yuan/ton, a decrease of 50 yuan/ton [2] Cathode Materials - The average price of lithium iron phosphate (power type) is 31,875 yuan/ton, a decrease of 105 yuan/ton [2] - The average price of ternary material 811 (polycrystalline/power type) is 146,420 yuan/ton, a decrease of 30 yuan/ton [2] - The average price of ternary material 523 (single - crystal/power type) is 116,885 yuan/ton, a decrease of 130 yuan/ton [2] - The average price of ternary material 613 (single - crystal/power type) is 123,665 yuan/ton, a decrease of 50 yuan/ton [2] Price Differences - The difference between battery - grade and industrial - grade lithium carbonate is 1650 yuan/ton, a decrease of 50 yuan/ton [2] - The difference between battery - grade lithium carbonate and the main contract is 2490 yuan/ton, an increase of 650 yuan/ton [2] - The difference between the near - month and the first - continuous contract is 40 yuan/ton, an increase of 20 yuan/ton [2] - The difference between the near - month and the second - continuous contract is - 1120 yuan/ton [2] Inventory - The total inventory (weekly, tons) is 132,033 tons, an increase of 169 tons [2] - The smelter inventory (weekly, tons) is 51,033 tons, a decrease of 1367 tons [2] - The downstream inventory (weekly, tons) is 45,169 tons, an increase of 2346 tons [2] - The other inventory (weekly, tons) is 35,831 tons, a decrease of 810 tons [2] - The registered warehouse receipt inventory (daily, tons) is 36,244 tons, an increase of 1008 tons [2] Profit Estimation - The cash cost of purchasing lithium spodumene concentrate externally is 70,422 yuan/ton, and the profit is - 4684 yuan/ton [3] - The cash cost of purchasing lithium mica concentrate externally is 71,805 yuan/ton, and the profit is - 7653 yuan/ton [3] Downstream Sales - According to the comprehensive estimate of Passenger Federation data, the wholesale sales volume of new - energy passenger vehicle manufacturers in China in April was 1.14 million, with a year - on - year increase of 42% and a month - on - month increase of 1%. The cumulative sales volume from January to April this year is estimated [3]

ITG国贸期货 投资咨询业务资格:证监许可【2012】31号 炭酸锂数据日报 谢灵 投资咨询号: Z0015788 从业资格号: F3040017 国贸期货研究院 2025/04/21 有色金属研究中心 研究助理 陈宇森 从业资格号: F03123927 据来源: SMM. 公十新闻整理 1000000 锂化合物 平均价 涨跌 SMM电池级碳酸锂 71450 -100 5000 80000 SMM工业级碳酸锂 69650 0 4000 收盘价 涨跌幅 期货合约 60000 碳酸锂2505 70320 -0. 28% 70260 碳酸锂2506 -0. 26% 40000 碳酸锂2507 -0. 34% 70180 碳酸锂2508 71300 -0.11% 1000 碳酸锂2509 71460 -0. 2% 平均价 锂矿 锂辉石精矿(CIF中国) 808 -1 4-6 LT (120.5 5%-6%) 对个别投资者特殊的投资目标、财务状况或需要，投资者需自行判断本报告中的任何意见或建议是否符合其特定状况，据此投资、责任自负。本报告仅向 特定客户推送，未经国贸期货授权许可，任何引用、转载以及向第三方传播的行为均构 ...