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碳酸锂数据日报-20250930
Guo Mao Qi Huo· 2025-09-30 03:13
种类 利润估算 外购锂辉石精矿现金成本 75433 H 利 # 王 -2953 外购锂辉石精矿利润 78729 F 外购锂云母精矿现金成本 外购锂云母精矿利润 -8238 龙蟠时代已于9月25日停产,大部分员工已放假,可能要到11月才正式复产。本周三晚上,记者从锂电业内人士处获悉,因为宁德时代官春摆矿 V IT 停止供应原材料,宁德时代和龙蟠科技合资公司龙蟠时代将在周四停产。9月28日,记者实探位于江西省宣春市宜丰县工业园的龙赣时代工 厂内部人士向记者确认,龙蠅时代已于9月25日停产,大部分员工已经放假,预计可能要到11月才正式复产。值得注意的是,今年11月 德时代宜春视下窝锂矿复工复产的市场传闻时间。(第一财经) H 污灾方面,新能源车传统旺季将至,下游有备货需求;容量电价提高和现货价差扩大后,独立储能经济性显现,装机需求旺盛。从社会库存 终端实质消化增加持续去库,且下游备货积极,支撑期价。供给方面,产量整体增加,是压制期价的主要因素。短期内,需求增加导致 错配,支撑期价,但中长期看,供给过剩格局未变。 贡 免 告中的信息均源于公开可获得的资料,国贸期货力求准确可靠。但不对上述信息的准确性及完整性做低何保证 ...
碳酸锂数据日报-20250806
Guo Mao Qi Huo· 2025-08-06 09:40
Report Investment Rating - No information provided Core View - The price of lithium carbonate is falling, and the demand - side production increase is small. The support below the price is weak. In the short term, the futures price may continue to be under pressure [3] Summary by Related Catalogs Lithium Compounds - SMM battery - grade lithium carbonate average price is 71,200 yuan/ton, down 150 yuan; SMM industrial - grade lithium carbonate average price is 69,100 yuan/ton, down 150 yuan [1] - Futures prices of lithium carbonate contracts from 2508 to 2512 are all falling, with the 2508 contract closing at 67,300 yuan, down 3.19% [1] Lithium Ore - Lithium spodumene concentrate (CIF China) price is 760 yuan, with no change [1] - Lithium mica prices range from 1,085 yuan to 1,710 yuan depending on Li₂O content; phospho - lithium - aluminum stone prices range from 5,275 yuan to 6,200 yuan and are falling [2] Cathode Materials - The average price of lithium iron phosphate (power type) is 32,595 yuan, down 35 yuan; the average prices of ternary materials 811, 523, and 613 are rising [2] Price Differences - The difference between battery - grade and industrial - grade lithium carbonate is 2,100 yuan; the difference between battery - grade lithium carbonate and the main contract is 3,360 yuan, up 1,050 yuan [2] Inventory - Total inventory (weekly) is 141,726 tons, down 1,444 tons; smelter inventory (weekly) is 51,958 tons, down 3,427 tons; downstream inventory (weekly) is 45,888 tons, up 3,073 tons; other inventory (weekly) is 43,880 tons, down 1,090 tons; registered warehouse receipts (daily) are 14,443 tons, up 1,840 tons [2] Profit Estimation - The cash cost of purchasing lithium spodumene concentrate externally is 68,421 yuan, and the profit is 7,529 yuan; the profit of purchasing lithium mica concentrate externally is - 6,997 yuan [3]