上周五国家发改委、国家能源局发布《关于完善发电侧容量电价机制的通知》，《通知》首次明确容量 电价机制，鼓励长时储能的建设运营，该政策或利好储能需求，进一步影响碳酸锂价格。近期现货价格 下跌，或刺激下游低价备货意愿。昨日受市场情绪影响盘面价格大幅下跌，价格一度触及跌停。今日多 头资金卷土重来，主力合约止跌大幅反弹。近期盘面波动较大，入市交易须谨慎，操作上观望为主，可 考虑等待价格逐步企稳后布多机会。 格隆汇2月3日｜据首创期货，今日早盘多头资金抄底，主力合约止跌反弹，开盘后迅速上涨至151000 元/吨以上，涨幅一度超过7%。成本端海外锂矿价格上涨，成本支撑上移。供应端枧下窝锂矿复产预期 延迟，加上春节假期锂盐厂或有检修，供应端预期收窄。终端行业，消息面，据乘联会预测，1月狭义 乘用车零售市场规模约为180万辆，环比下降20.4%，同比增长0.3%。其中新能源零售量预计为80万左 右，渗透率约44.4%。1月新能源汽车进入行业淡季，需求量预期环比减少，或进一步导致动力电池需 求减少。随着储能行业发展迅速，储能对碳酸锂需求仍有支撑。 ...

Group 1: Precious Metals - The precious metals market continues to show strength, driven by expectations of a Federal Reserve interest rate cut and geopolitical risk sentiment, with silver outperforming gold significantly [1][3][5] - Silver's unique dual attributes, serving both as a financial asset and having important industrial uses, are contributing to its price increase, particularly with rising demand from the photovoltaic and new energy sectors [3] Group 2: Base Metals - The copper market remains on an upward trend, while aluminum is experiencing high-level fluctuations, and zinc has shown a pattern of rising and then retreating during the week [1] - Lithium carbonate prices are under pressure due to expectations of increased supply from the revival of certain lithium mines and a slowdown in demand during the December to February period, leading to a market correction [2] Group 3: Agricultural Products - Egg futures have rebounded after a period of decline, driven by optimistic expectations regarding future capacity reduction, despite ongoing weak spot prices [4] - Soybean meal prices are showing a strong oscillating trend, while corn prices are fluctuating, and live pig prices have seen a slight rebound [1][4]