Core Viewpoint - The article emphasizes the creation and significance of a comprehensive lithium battery industry chain distribution map, which has gained high acclaim in the industry since its launch in 2022, highlighting its unique value and far-reaching impact [1]. Group 1: Overview of the Lithium Battery Industry Chain Distribution Map - The distribution map meticulously outlines the entire ecosystem of the global lithium battery industry, covering raw materials, four main materials, battery manufacturing, and end applications, involving key enterprises in various sectors [2]. - Key raw materials include lithium carbonate, lithium iron phosphate, lithium hexafluorophosphate, lithium iron, lithium cobalt oxide, lithium manganese oxide, lithium hydroxide, and basic chemical raw materials like graphite and electrolyte solvents [2]. - The map also focuses on companies involved in the research, production, and supply of battery anode and cathode materials, including both traditional and cutting-edge materials [2]. Group 2: Components and Applications - It includes manufacturers of critical components such as separators and electrolytes, which ensure the safe and efficient operation of batteries [3]. - The battery manufacturing section encompasses various types of lithium-ion batteries, including cylindrical, prismatic, and pouch cells, covering design, production, and assembly [4]. - The map addresses battery recycling and reuse, featuring a whitelist of companies, and highlights end applications in electric vehicles, energy storage systems, consumer electronics, and lightweight power sectors, showcasing the broad application prospects of lithium battery technology [5]. Group 3: Geographic Coverage - The distribution map covers four major lithium battery industry clusters: China, North America, Europe, and Southeast Asia, including Japan and South Korea [6]. Group 4: Target Audience and Collaboration - The target investors include global venture capital funds, private equity funds, and industrial investment funds, particularly those focused on new energy and new materials [8]. - Industry enterprises are invited to join the ecosystem, including raw material suppliers, material manufacturers, battery producers, electric vehicle manufacturers, and energy storage solution providers [8]. - Research institutions and universities in the fields of new energy, materials science, and electrochemistry are encouraged to participate in advancing technological innovation and talent cultivation [8]. - Collaboration with local governments and industry associations is emphasized to promote the implementation of lithium battery industry policies and optimize the development environment [8]. Group 5: Invitation for Cooperation - The article extends a sincere invitation for participation in exploring deep cooperation opportunities within the lithium battery industry chain [9].

Report Summary 1. Report Title - Carbonate Lithium Daily Review 20250731: Rapid Mood Swings and High Volatility [2] 2. Core View - On July 30, the main contract of carbonate lithium futures rose and then fell. The spot market had weak trading, and the basis premium increased. With the cost side showing a decline in spodumene concentrate prices but flat mica prices, supply side seeing a decrease in carbonate lithium production last week, and downstream demand showing mixed trends (rising production of lithium iron phosphate and ternary materials, falling production of cobalt acid lithium and manganese acid lithium in June, and rising power battery production last week). Terminal demand had continued year - on - year growth in new energy vehicle production and sales in June but a month - on - month decline in sales, and average 3C shipments. Storage battery production increased in June. With inventory showing compact registered warehouse receipts, destocking in smelters, and inventory accumulation in other sectors. Due to large fluctuations in commodity sentiment and exchange position limits cooling the market, short - term carbonate lithium prices are expected to fluctuate widely. It is recommended to hold put options [3] 3. Key Data 3.1 Futures Data - **Closing Prices**: Near - month contract closed at 70,260 yuan/ton (-200 from the previous day), continuous - one contract at 70,600 yuan/ton (-240), continuous - two contract at 70,580 yuan/ton (+20), continuous - three contract at 70,580 yuan/ton (+20) [3] - **Trading Volume and Open Interest**: Active contract trading volume was 792,909 lots (+48,749), and open interest was 272,753 lots (-27,867) [3] - **Warehouse Inventory**: 12,276 tons (unchanged) [3] - **Spreads**: Near - month minus continuous - one was -340 yuan/ton (+40), continuous - one minus continuous - two was 20 yuan/ton (-260), continuous - two minus continuous - three was 0 yuan/ton (unchanged) [3] - **Basis**: SMM battery - grade carbonate lithium average price minus carbonate lithium active contract closing price was 2,350 yuan/ton (+40) [3] 3.2 Spot Data - **Lithium Ore Prices**: Spodumene concentrate (6%, CIF China) was 776 US dollars/ton (-1), lithium mica (Li2O: 1.5% - 2.0%) was 1,140 yuan/ton (unchanged), lithium mica (Li2O: 2.0% - 2.5%) was 1,775 yuan/ton (unchanged), phospho - lithium - aluminum stone (Li2O: 6% - 7%) was 5,675 yuan/ton (+75), phospho - lithium - aluminum stone (Li2O: 7% - 8%) was 6,625 yuan/ton (+125) [3] - **Lithium Compound Prices**: Battery - grade carbonate lithium (99.5%, domestic) was 72,950 yuan/ton (-200), industrial - grade carbonate lithium (99.2%, domestic) was 70,850 yuan/ton (-150), battery - grade lithium hydroxide (56.5%, CIF China, Japan, South Korea) was 8.28 US dollars/kg (unchanged), battery - grade lithium hydroxide (56.5%, domestic, coarse particles) was 65,470 yuan/ton (+50), battery - grade lithium hydroxide (56.5%, domestic, fine powder) was 70,620 yuan/ton (+50) [3] - **Price Spreads**: Battery - grade lithium hydroxide and battery - grade carbonate lithium spread was -7,480 yuan/ton (+250), battery - grade carbonate lithium and industrial - grade carbonate lithium spread was 2,100 yuan/ton (-50), CIF China, Japan, South Korea battery - grade lithium hydroxide and SMM battery - grade lithium hydroxide spread was -6,316.85 yuan/ton (-107.96) [3] 3.3 Inventory Data - **SMM Carbonate Lithium Inventory**: Smelters had 55,385 tons (-2,654 compared to the previous week), downstream had 42,815 tons (+1,544), others had 44,970 tons (+1,660), and the total was 143,170 tons (+550) [3] 4. Industry News - The Federal Reserve maintained the interest rate at 4.25% - 4.50%, with directors Waller and Bowman voting against and advocating for a rate cut [3] - On July 30, Pilbara Minerals announced its lithium spodumene concentrate production in the fourth fiscal quarter was 221,300 tons, and sales volume reached 216,000 tons, showing stable performance in lithium ore production and market supply [3] - Guangzhou Futures Exchange limited the single - day opening volume of non - futures company members or clients in the carbonate lithium futures LC2509 contract to no more than 500 lots, and in LC2510, LC2511, LC2512, LC2601 contracts to no more than 2,000 lots each [3]