| 邵婉嫕 | 投资咨询从业资格号：Z0015722 | shaowanyi@gtht.com | | --- | --- | --- | | 张 航 | 投资咨询从业资格号：Z0018008 | zhanghang2@gtht.com | 2026 年 3 月 6 日 碳酸锂：短期市场情绪扰动为主 | | 碳酸锂基本面数据 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | T | T-1 | T-5 | T-10 | T-22 | T-66 | | | | 2605合约（收盘价） | 155,860 | 2,800 | -17,800 | 5,600 | -9,820 | 58,920 | | | | 2605合约（成交量） | 300,505 | 3,366 | -101,956 | -51,372 | -275,170 | -234,970 | | | | 2605合约（持仓量） | 332,374 | -6,637 | -42,830 | -24,157 | -84,345 | -211,25 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：眉山融媒 ICC 鑫椤资讯年终盘点： 2025-2029年中国碳酸锂运行趋势及竞争策略研究报告 2025年碳酸锂市场盘点： 2025年电解液市场盘点： 2025年铜箔市场盘点： 2025年钴酸锂市场盘点： 2025年三元材料市场盘点： 2025年磷酸铁锂市场盘点： 2025年锰酸锂市场盘点： 2025年三元前驱体市场盘点： 2025年六氟磷酸锂市场盘点： 2025年磷酸铁市场盘点： 2025年添加剂VC市场盘点： 2025年钠离子电池市场盘点： 2025年新型锂盐LIFSI市场盘点： 2025年隔膜市场盘点： 2025年锂电池市场盘点： 2025年铝箔市场盘点： 2025年储能电池市场盘点： 2025年储能系统市场盘点： 2025年磷酸锰铁锂市场盘点： 2025年负极材料市场盘点： 日前，四川天华时代新能源锂电材料二期项目现场推进活动在四川眉山甘眉工业园区举行，项目建设正式 启动。 消息显示 ，本次活动标志着总投资30亿元的天华时代二期项目正式进入建设阶段。项 目主要建设一套以 锂辉石为原料的硫酸法提锂制备电 ...

2026（第二届）起点锂电圆柱电池技术论坛暨圆柱电池20强排行榜发布会 活动主题： 全极耳技术跃升 大圆柱市场领航 活动时间： 2026年4月10日 活动地址： 深圳宝安维纳斯皇家酒店三楼维纳斯厅（深圳国际会展中心京基百纳店） 主办单位： 起点锂电、起点研究院SPIR 第一批赞助及演讲单位： 鹏辉能源/多氟多新能源/创明新能源/利维能/大族锂电/嘉智信诺/亿鑫丰/孚悦科技 倒计时37天 中国储能行业从 "规模狂欢"进入"价值筛选"的标志性转折。开年至今，已有二十余家锂电 / 储能相关企业更新上市动态，港股与 A 股赛道齐 发力。 3 月 2 日， 天华新能（ 300390 ）发布公告，公司拟发行境外上市股份（ H 股）股票并在香港联合交易所有限公司主板挂牌上市。 目前，公 司正积极与相关中介机构就本次发行并上市的相关工作进行商讨，其他具体细节尚未确定。 本次港股上市旨在加快公司国际化战略布局，利用国际资本市场优势，打造多元化资本平台，以增强境外融资能力，进一步提高公司的资本实力 和综合竞争力。 天华新能于 2014 年 7 月在深交所创业板上市。截至今日收盘，天花新能报 45.05 元，总市值 374.25 ...

2026（第二届）起点锂电圆柱电池技术论坛暨圆柱电池20强排行榜发布会 活动主题： 全极耳技术跃升 大圆柱市场领航 活动时间： 2026年4月10日 活动地址： 深圳宝安维纳斯皇家酒店三楼维纳斯厅（深圳国际会展中心京基百纳店） 主办单位： 起点锂电、起点研究院SPIR 第一批赞助及演讲单位： 鹏辉能源/多氟多新能源/大族锂电/嘉智信诺/亿鑫丰 /孚悦科技 倒计时40天 2 月 24 日，四川天华时代新能源锂电材料二期项目在甘眉工业园区正式启动建设。 项目总投资 30 亿元，将主要建设一套以锂辉石为原料的硫酸法提锂制备电池级碳酸锂生产装置及配套设施， 年产能 6 万吨。预计 2026 年底 建成、 2027 年一季度投产。 项目全面达产后，预计年新增销售收入 58 亿元，贡献税收 6 亿元，提供就业岗位约 650 个。 据悉，眉山基地是天华新能在西南地区的重要战略布局，于 2021 年落户甘眉工业园区，一期年产 6 万吨电池级氢氧化锂项目已于 2023 年底 全面达产。 此次项目落地后，天华时代将具备 6 万吨 / 年电池级氢氧化锂（可柔性转化为 5.3 万吨电池级碳酸锂）与 6 万吨 / 年电池级碳酸锂的柔性 ...

【行情回顾】碳酸锂期货主力合约收于173660元/吨，日环比+4.31%。成交量40.24万手，日环比+24.71%；持仓 量37.52万手，日环比-0.18万手。碳酸锂LC2605-LC2609月差为Contango结构，日环比-700元/吨。仓单数量总计 38451手，日环比-74手。 【产业表现】锂电产业链现货市场价格上扬，市场现货成交一般，询价观望居多。锂矿市场价格企稳，澳洲6% 锂精矿CIF报价变动+6.01%。锂盐市场报价企稳，电池级碳酸锂报价17.3万元/吨；电池级氢氧化锂报价16.3万元/ 吨，贸易商基差报价平稳。下游正极材料报价企稳，磷酸铁锂报价变动+4.84%，三元材料报价变动+1.2%；六氟 磷酸铁锂报价变动+0%，电解液报价变动+0%。 【市场消息】金十数据：津巴布韦矿业部发文称，已暂停所有原矿和锂精矿的出口，即刻生效。上市公司盛新锂 能、中矿资源、天华新能、雅化集团等均在津巴布韦有锂矿等布局。中矿资源相关负责人对此回应"所有中方在 津巴布韦锂精矿出口全部停了，等待后续政策细则。目前，中方企业在当地锂的深加工产品基本没有，量很小。 公司有相关的产业链延伸计划考虑，但现在不便公开。"华友 ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 铜： （展大鹏，从业资格号：F3013795；交易咨询资格号：Z0013582） 隔夜内外铜价震荡偏强，国内精炼铜现货进口窗口一度打开。宏观方面，特朗普政府10%全球关税周二 即将征收，税率是否进一步升至15%待定，但美国政府不确定性关税行为加剧了全球经济的不确定性。 国内方面，中国商务部回应美国关税调整，将适时决定调整针对美方原芬太尼关税和对等关税的反制措 施。库存方面，LME铜库存增加1350吨至243175吨，值得注意的是假期期间LME美洲仓库大量涌入， 或因Comex-LME价差大幅收窄所致；Comex铜库存增加1024吨至545736吨；SMM周二统计节假日期间 全国主流地区境内社会库存增加超15万吨至50.85万吨，关注后续累库情况。需求方面，关注节后开工 情况。短期铜价面临高位宽幅震荡，不排除宏观情绪退潮与库存压力共振带来的二次回调风险。但驱动 铜价上行的核心逻辑——全球铜矿资本开支不足导致的供给缺口，以及新能源、AI算力基础设施的需 求增量，并未发生根本性转变，因此节后若铜价因宏观与基本面现实趋弱出现短期深度回调，将是布局 中长 ...

Market Overview - On February 11, the domestic lithium carbonate spot market saw a slight increase, with battery-grade lithium carbonate (99.5%) settling at 142,500 yuan/ton, up 500 yuan from the previous working day. The price of battery-grade lithium hydroxide (56.5% coarse particles) remained stable at 140,000 yuan/ton, indicating a tight supply of spot resources [1][4]. - In the futures market, lithium carbonate futures prices surged, with the main contract closing at 150,260 yuan/ton, an increase of 12,640 yuan from the previous working day. The trading volume this week was significantly lower than last week, with warehouse receipts remaining at a high level [1]. Price Trends - The price changes for various lithium products from February 10 to February 11 are as follows: - Lithium concentrate: 1,930 yuan/ton (unchanged) - Battery-grade lithium carbonate: 142,500 yuan/ton (up 0.05%) - Lithium hydroxide: 140,000 yuan/ton (unchanged) - Lithium iron phosphate: 5,090 yuan/ton (up 0.01%) - Ternary materials: 20,250 yuan/ton (unchanged) - Prismatic energy storage cells (lithium iron phosphate): 375 yuan/unit (unchanged) [4]. Industry Insights - The China Association of Automobile Manufacturers reported that in January 2026, the production and sales of new energy vehicles in China reached 1.041 million and 945,000 units, respectively, representing year-on-year growth of 2.5% and 0.1%. Additionally, new energy vehicle exports maintained rapid growth, with 302,000 units exported, a year-on-year increase of 100% [7]. - The recent rebound in lithium prices is seen as a correction following a previous 30% decline. Despite a reduction in production schedules for February, downstream users are actively replenishing inventory, leading to a gradual decrease in lithium carbonate market inventory, with particularly tight supplies of lithium hydroxide [8]. - A recent two-year sales agreement between Tianyi Lithium Industry and an Australian mine, with a minimum price of $1,000 (equivalent to 88,000 yuan for lithium carbonate), indicates a positive outlook for the lithium salt market, suggesting optimism from both supply and demand sides for the next two years [8]. - The industry believes that a lithium price around 150,000 yuan is acceptable for the entire supply chain. However, further increases will depend on energy storage companies' ability to absorb rising costs [9].

Core Viewpoint - Ningde Times is increasing its stake in the lithium battery supply chain by acquiring a 25% stake in Yongtai High-tech through Yongtai Technology, which will lead to a 100% ownership of Yongtai High-tech by Yongtai Technology and make Ningde Times a shareholder of Yongtai Technology [2][3]. Group 1: Transaction Details - Yongtai Technology plans to purchase the 25% stake in Yongtai High-tech held by Ningde Times through a share issuance and raise matching funds [2][3]. - Ningde Times previously invested 500 million yuan to acquire the 25% stake in Yongtai High-tech in 2021, valuing Yongtai High-tech at approximately 2 billion yuan [3]. - After the transaction, Yongtai Technology will fully control Yongtai High-tech, which specializes in lithium battery materials, including lithium hexafluorophosphate and lithium bis(fluorosulfonyl)imide [3][4]. Group 2: Business Expansion and Performance - Yongtai Technology's business encompasses various sectors, with a focus on new energy lithium batteries and fluorinated liquid materials [4]. - The company reported a significant increase in revenue and net profit, with revenue and net profit growing by 131.19% and 389.45% year-on-year, respectively [4]. - Yongtai Technology has an existing production capacity of 15,000 tons/year for electrolyte and is expanding its production capabilities for lithium salts [4]. Group 3: Industry Context and Strategic Moves - Ningde Times is actively securing raw materials in the lithium battery sector, evidenced by a recent five-year contract with Enchem for 350,000 tons of electrolyte, valued at approximately 7.268 billion yuan [7]. - The global lithium-ion battery shipment is projected to reach 2,280.5 GWh in 2025, a 47.6% increase year-on-year, driven by the growing demand for energy storage batteries [9]. - Ningde Times aims to enhance its market position by expanding its A-share holdings, which will include additional stakes in companies like Tianhua New Energy and Hunan Youneng [10][11].

现货市场看，涨幅前五名的石化产品分别为异丁醛上涨4.12%、五水硫酸铜上涨4.00%、甲酸上涨 3.83%、三羟甲基丙烷上涨3.82%、焦炭上涨3.77%；跌幅前五名的石化产品分别为盐酸下跌11.63%、工 业级氢氧化锂下跌8.28%、电池级氢氧化锂下跌7.05%、工业级碳酸锂下跌6.29%、电池级碳酸锂下跌 6.21%。 资本市场看，涨幅前五名的上市化企分别为神剑股份上涨28.07%、坤彩科技上涨19.05%、海翔药业上 涨18.64%、富淼科技上涨17.94%、润贝航科上涨16.35%；跌幅前五名的上市化企分别为斯迪克下跌 16.68%、龙高股份下跌15.19%、氯碱化工下跌13.45%、科创新源下跌13.43%、国恩股份下跌12.97%。 中化新网讯 上周(2月2日至6日)，受国际金价大幅回调等影响，7个指数样本中仅化学制药指数上涨。 化工板块方面，化工原料指数累计下跌2.02%、化工机械指数累计下跌2.22%、化学制药指数累计上涨 0.64%、农药化肥指数累计下跌3.51%；石油板块方面，石油加工指数累计下跌1.52%、石油开采指数累 计下跌2.60%、石油贸易指数累计下跌1.33%。 上周，国际原油 ...

Core Viewpoint - The company has completed the construction of a lithium salt technical transformation project with an annual production capacity of 30,000 tons, which is set to begin trial production on January 2, 2026 [1] Group 1: Project Details - The project aims to reduce production costs in the lithium salt business and accelerate the transition to smart manufacturing while promoting a green and low-carbon development model [1] - The total investment for the project exceeds 100 million yuan [1] - The main products of the project will be battery-grade lithium carbonate and battery-grade lithium hydroxide, with the capacity to adjust production based on market demand [1] Group 2: Production Capacity - After the project is operational, the company will have a total annual production capacity of 71,000 tons of battery-grade lithium salts [1] - The project will also produce by-products such as sodium sulfate [1]