下半年以来，碳酸锂市场一改近两年颓势，价格从6万元(吨价，下同)重新回到7万元线上。对于碳酸锂 此轮涨势，业内人士喜忧参半，喜的是市场终于止跌企稳，忧的是对于行情持续上行的信心不足。 迎来反弹行情 《财经》产业研究中心研究员尹路认为，此次碳酸锂行情反弹为"戏剧性反转"。据生意社数据显示，10 月17日碳酸锂(电池级)均价为7.32万元，比6月25日的阶段性低点上涨1.33万元，涨幅达到22.23%。 事实上，碳酸锂市场已经经历了持续近两年的漫长且严峻的下行期。今年4月，广州期货交易所碳酸锂 期货主力合约连续价格和上海钢联现货报价均跌破7万元的关键点位，6月下旬更是触及5.9万元的阶段 性低点。 尹路认为，低于6万元的价格已经击穿多数锂盐企业的成本线。这一价格水平下，行业普遍陷入生产即 亏损的困境，江西、四川等地部分云母提锂企业已开始阶段性停产，澳大利亚部分高成本锂辉石矿山也 缩减了开采规模。国内部分锂盐企业为维持现金流，甚至以"仅覆盖原材料成本"的价格抛售库存，进一 步加剧了价格下行压力。 但当碳酸锂价格触及6万元之后，市场找到了底部支撑。进入7月，碳酸锂期货市场率先释放转向信号。 7月21日，主力合约收盘价 ...

Group 1: Company Developments - Qinghai Salt Lake Industry Co., Ltd. has achieved a significant breakthrough in its "Chaka Salt Lake Brine Direct Lithium Extraction Technology" project, successfully producing battery-grade lithium carbonate with a purity of 99.80% [1][3] - The project team has completed a 9-month verification test using raw brine from the Chaka East mining area, achieving a magnesium-lithium separation factor exceeding 1000, confirming the feasibility of the technology route [3] - The project is set to enter a full-scale offensive phase in 2025, with key indicators such as single-stage nanofiltration water recovery rate reaching 90% and magnesium retention rate at 98% [3] Group 2: Industry Trends - The carbonate solvent and electrolyte market is facing supply-demand imbalances and intensified competition due to rapid capacity growth and global economic adjustments [4] - The upcoming 2025 China Carbonate Industry Chain Innovation Development Conference aims to address industry challenges through technological and product innovations, focusing on sustainable development [5][6] - The conference will cover topics such as the current state and future prospects of the power battery and energy storage market, and strategies for expanding overseas markets [7][8]