锂辉石精矿

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碳酸锂数据日报-20251010
Guo Mao Qi Huo· 2025-10-10 06:21
| | 锂云母 | 1110 | -15 | ■ 电硕-工恢价差 元/吨 | 一 电池级碳酸锂-平均价 - 工业级碳酸锂-平均价 | | --- | --- | --- | --- | --- | --- | | | (Li20:1.5%-2.0%) ( | | | | | | | 锂云母 (Li20:2.0%-2.5%) | 1835 | -20 | | 碳酸锂注册仓单(吨) | | | 磷锂铝石 (Li20:6%-7%) | 6080 | | | | | | 磷锂铝石 (Li20:7%-8%) | 7190 | | | | | | 正极材料 | 平均价 | | | | | | 磷酸铁锂(动力型) | 33640 | | | | | | 三元材料811(多晶/动力型) | 152350 | 2000 | | | | | 三元材料523(单晶/动力型) | 123850 | 1500 | | | | | 三元材料613(单晶/动力型) | 129850 | 2500 | | | | | 名称 | 现值 | 変化值 | | | | | 电碳-工碳 | 2250 | | | | | 价 差 | 电碳-主力合约产 ...
14.56亿元豪赌锂矿,盛新锂能5年布局即将“修成正果”,溢价388%买矿值不值?
Hua Xia Shi Bao· 2025-09-27 05:57
Core Viewpoint - Shengxin Lithium Energy Group Co., Ltd. is making a significant investment by acquiring a 21% stake in Qicheng Mining for 1.456 billion yuan, which will allow it to indirectly control the Muro Lithium Mine, marking a milestone in its mining business [2][3]. Group 1: Acquisition Details - The acquisition will increase Shengxin Lithium's stake in Qicheng Mining to 70%, thereby enhancing its control over Huirong Mining, which holds the mining rights to the Muro Lithium Mine [4]. - The Muro Lithium Mine is recognized as the largest known spodumene-type lithium mine in Asia, with an annual mining capacity of 3 million tons, translating to approximately 75,000 tons of lithium carbonate equivalent, which is about 9% of China's lithium demand last year [2][5]. Group 2: Financial Implications - The transaction reflects a net asset appreciation rate of 388.77%, with the total equity value of Qicheng Mining assessed at 6.934 billion yuan, significantly higher than its book value of 1.419 billion yuan [5]. - Shengxin Lithium's cash flow may face pressure due to the high transaction amount, which is nearly half of its cash reserves of 3.085 billion yuan as of June 2025 [8]. Group 3: Mining Project Overview - The Muro Lithium Mine has received a mining license and is currently in the construction phase, with a projected fixed asset investment of 4.167 billion yuan and additional costs for intangible assets and working capital [6][9]. - The mine is expected to achieve an annual production of 713,400 tons of lithium concentrate and 300 tons of tantalum-niobium concentrate under normal operating conditions by 2030 [6]. Group 4: Market Context - Despite fluctuations in lithium carbonate prices, mining resources remain valuable, leading to significant investments in the sector, particularly in Sichuan Province, where several high-value mining rights have been auctioned [3]. - The market price for lithium concentrate is projected to range between 62,000 yuan and 85,000 yuan per ton in 2026, with a breakeven point for spodumene mines estimated at around 65,000 yuan per ton [9].
碳酸锂数据日报-20250926
Guo Mao Qi Huo· 2025-09-26 03:24
ITG国贸期货 投资咨询业务资格:证监许可【2012】31号 碳酸锂数据日报 国贸期货研究院 谢灵 投资咨询号: Z0015788 从业资格号: F3040017 2025/09/26 有色金属研究中心 研究助理 陈宇森 从业资格号: F03123927 数据来源:SMM. 公开新闻整理 100000 锂化合物 平均价 涨跌 SMM电池级碳酸锂 73750 -100 3000 80000 SMM工业级碳酸锂 71500 -100 2500 收盘价 涨跌幅 期货合约 60000 2000 碳酸锂2510 73740 0.63% 碳酸锂2511 74040 0. 93% 40000 碳酸锂2512 0. 76% 74060 1000 碳酸锂2601 > 74000 0. 87% 20000 500 碳酸锂2602 73680 0. 71% 平均价 锂矿 锂辉石精矿(CIF中国) 856 0 4-6 (1 i 20 · 5 5%-6%) 利润估算 种类 外购锂辉石精矿现金成本 75328 H 利 tt 江 外购锂辉石精矿利润 -2650 外购锂云母精矿现金成本 78729 F 外购锂云母精矿利润 -8042 行业 ...
瑞达期货碳酸锂产业日报-20250925
Rui Da Qi Huo· 2025-09-25 09:34
免责声明 本报告中的信息均来源于公开可获得资料,瑞达期货股份有限公司力求准确可靠,但对这些信息的准确性及完整性不做任何保证,据此投资,责任自负。本报告不构成个人投资建 议,客户应考虑本报告中的任何意见或建议是否符合其特定状况。本报告版权仅为我公司所有,未经书面许可,任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发, 需注明出处为瑞 达研究瑞达期货股份有限公司研究院,且不得对本报告进行有悖原意的引用、删节和修改。 碳酸锂产业日报 2025/9/25 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 主力合约收盘价(日,元/吨) | 74,040.00 | +1160.00↑ 前20名净持仓(日,手) | -167,185.00 | -8304.00↓ | | 期货市场 | 主力合约持仓量(日,手) | 261,141.00 | +487.00↑ 近远月合约价差(日,元/吨) | -260.00 | -80.00↓ | | | 广期所仓单(日,手/吨) | 39,749.00 | +300 ...
碳酸锂数据日报-20250925
Guo Mao Qi Huo· 2025-09-25 02:50
种类 利润估算 外购锂辉石精矿现金成本 75297 H 利 # 王 外购锂辉石精矿利润 -2519 78729 F 外购锂云母精矿现金成本 外购锂云母精矿利润 -7944 IT V 《经济参考报》记者近日在青海省海西州大柴旦调查发现,青海柴达木兴华锂盐有限公司(简称"兴华公司")被举报非法掩埋大量工业危险 (简称"危废"),上级部门责令其在中央环保督察前"未督先改",该企业却突击将大量己偷埋的危废挖出并易地填理,涉及数量 态环境造成二次伤害。近期,全国非法倾倒处置固体废物专项整治行动启动,计划用三年时间集中开展严打严查。 日 t 污求方面,新能源车传统旺季将至,储能需求旺盛,碳酸锂社会库存持续去库,支撑期价。供给方面,产量整体增加,是压制期价的主要因 另外,周五新华社发布关于青海盐湖环保问题的文章,涉及的盐湖虽然基本没量,但需要注意,在需求端改善及江西矿山 市场是否会再次借机炒作供给端问题。 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任何保证。本报告不构成个人投资设 对个别投资者特殊的投资目标、财务状况或需要,投资者需自行判断本报告中的任何意见或建议是否符 ...
碳酸锂:供需双增,区间震荡延续
Guo Tai Jun An Qi Huo· 2025-09-23 01:35
2025 年 9 月 23 日 碳酸锂:供需双增,区间震荡延续 | 邵婉嫕 投资咨询从业资格号:Z0015722 | shaowanyi@gtht.com | | --- | --- | | 刘鸿儒(联系人) 期货从业资格号:F03124172 | liuhongru@gtht.com | 【基本面跟踪】 碳酸锂基本面数据 | | | | T | T-1 | T-5 | T-10 | T-22 | T-66 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 2511合约(收盘价) | 73,420 | -540 | 740 | -1,380 | -9,340 | 14,620 | | | | 2511合约(成交量) | 396,645 | 26,286 | -86,145 | -385,742 | -381,182 | 368,467 | | | | 2511合约(持仓量) | 271,624 | -9,640 | -37,822 | -92,513 | -118,445 | 195,542 | | | 盘面 | 2601合约(收盘 ...
瑞达期货碳酸锂产业日报-20250922
Rui Da Qi Huo· 2025-09-22 08:52
免责声明 本报告中的信息均来源于公开可获得资料,瑞达期货股份有限公司力求准确可靠,但对这些信息的准确性及完整性不做任何保证,据此投资,责任自负。本报告不构成个人投资建 议,客户应考虑本报告中的任何意见或建议是否符合其特定状况。本报告版权仅为我公司所有,未经书面许可,任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发, 需注明出处为瑞 达研究瑞达期货股份有限公司研究院,且不得对本报告进行有悖原意的引用、删节和修改。 数据来源第三方,观点仅供参考。市场有风险,投资需谨慎! 碳酸锂产业日报 2025/9/22 | 项目类别 | 数据指标 最新 | | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 主力合约收盘价(日,元/吨) | 73,420.00 | -540.00↓ 前20名净持仓(日,手) | -152,646.00 | +1949.00↑ | | 期货市场 | 主力合约持仓量(日,手) | 271,624.00 | -9640.00↓ 近远月合约价差(日,元/吨) | -280.00 | 0.00 | | | 广期所仓单( ...
碳酸锂周报:储能需求超预期,锂价震荡偏强-20250922
Zheng Xin Qi Huo· 2025-09-22 08:02
1. Report Industry Investment Rating No relevant information provided. 2. Core Views of the Report - Supply side: This week, China's lithium carbonate production increased by 400 tons week - on - week to 20,400 tons, with a slight increase in output from each raw material end. In August, the amount of lithium carbonate exported from Chile to China was 13,000 tons, a 4.8% decrease month - on - month and a 6.9% increase year - on - year, expected to arrive in China from late September to October. China's social inventory of lithium carbonate decreased by 981 tons week - on - week to 137,500 tons, continuing the de - stocking trend. Refineries and other sectors reduced inventory, while downstream sectors increased inventory [6]. - Demand side: According to research, the downstream production schedule in September increased by about 5% month - on - month, and overseas energy storage demand was remarkable. Ningde's production schedule guidance for suppliers in 2026 was revised up to 1100GWh, a 46% increase year - on - year, exceeding market expectations [6]. - Cost side: This week, the price of spodumene concentrate increased by 3.8% week - on - week, and the price of lepidolite concentrate increased by 5.9% week - on - week. It is expected that lithium ore prices will follow the movement of lithium salt prices. In July, China's spodumene imports were 751,000 tons, a 30.35% increase month - on - month [6]. - Strategy: Boosted by strong peak - season demand, lithium prices are trending upwards. The news of the possible复产 of the Jianxiakeng Mine has been fully priced in, and the expectation of supply contraction has cooled, but there are still news disturbances. The current lithium price is in a relatively balanced range, suppressed by high inventory and hedging demand on the upside and supported by peak - season demand on the downside. It is expected that lithium prices will fluctuate within the range of [70,000, 76,000]. Pay attention to the progress of issues at the mine end, and enterprises can consider purchasing on demand when prices are low [6]. 3. Summary by Relevant Catalogs Supply Side - **Lithium concentrate imports**: From January to June, China imported 3.496 million tons of spodumene. In July, imports were 751,000 tons, a 30.4% increase month - on - month, with a significant increase in imports from Australia [10]. - **Lithium concentrate prices**: This week, the price of spodumene concentrate increased by 3.8% week - on - week, and the price of lepidolite concentrate increased by 5.9% week - on - week. It is expected that lithium ore prices will fluctuate with lithium salt prices [13]. - **Lithium carbonate production**: From January to August this year, China's cumulative lithium carbonate production was 550,000 tons, a 38.9% increase year - on - year. In August, domestic lithium carbonate production was 80,000 tons, a 7.3% increase month - on - month [17]. - **Lithium carbonate imports**: From January to July, China's cumulative lithium carbonate imports were 131,600 tons, basically flat year - on - year. In August, the amount of lithium carbonate exported from Chile to China was 13,000 tons, a 6.9% increase year - on - year and a 4.8% decrease month - on - month, expected to arrive in China from late September to October [21]. - **Spot prices**: This week, the spot price of battery - grade lithium carbonate was 73,500 yuan/ton, a 1.4% increase week - on - week. The price of industrial - grade lithium carbonate was 71,300 yuan/ton, a slight increase week - on - week [24]. - **Profitability of non - integrated plants**: After the lithium price correction, the profitability of non - integrated lithium salt plants deteriorated. Non - integrated spodumene manufacturers had a loss of about 664 yuan/ton, and non - integrated lepidolite manufacturers had a loss of 5,011 yuan/ton [28]. Demand Side - **Cathode material plants**: From January to July, China's cumulative production of lithium iron phosphate cathode was 1.746 million tons, a 46.4% increase year - on - year, and the cumulative production of ternary cathode was 399,000 tons, an 11.9% increase year - on - year. The industry capacity utilization rate was low. In July, the capacity utilization rate of lithium iron phosphate was 59.7%, and that of ternary materials was 49.4% [34]. - **Downstream production schedule**: It is expected that the downstream production schedule in September will increase by about 5% month - on - month, and energy storage demand is remarkable [37]. - **Global new energy vehicle market**: From January to July this year, global new energy vehicle sales were 10.657 million, a 25.0% increase year - on - year. China and the European market had strong growth, while the US growth slowed down [40]. - **Domestic new energy vehicle market**: From January to August, China's new energy vehicle market had cumulative sales of 9.592 million, a 36.4% increase year - on - year. From September 1 - 14, the retail sales of the national passenger new energy vehicle market were 438,000, a 6% increase year - on - year and a 10% increase month - on - month [43]. - **Power battery production**: In July, China's total production of power and other batteries was 133.8GWh, a 3.6% increase month - on - month and a 44.3% increase year - on - year. From January to July, the cumulative production was 831.1GWh, a 57.5% increase year - on - year [47]. - **Consumer electronics**: In the second quarter of 2025, China's smartphone market shipments were 69 million, a 4.0% decrease year - on - year. The production of electronic computer complete machines in the second quarter was 93.7 million, an 8.2% increase year - on - year [51]. - **Overseas energy storage demand**: From January to July 2025, the new installed capacity of new - type energy storage was 25.85GW/67.75GWh, a 48.8% increase in capacity year - on - year. Overseas, the energy storage growth rate was remarkable [56]. Other Indicators - **Basis**: This week, the lithium carbonate basis was - 460, with the spot price at a discount to the futures price. The spread between battery - grade and industrial - grade lithium carbonate was flat week - on - week at 2,250 yuan/ton [59]. - **Term structure**: This week, the lithium carbonate contract term structure was in a horizontal structure, and the spread between the first - continuous and near - month contracts turned positive, with a spread of 200, an increase of 360 from last week [62].
碳酸锂:旺季需求偏强,区间震荡
Guo Tai Jun An Qi Huo· 2025-09-22 01:53
Report Summary 1. Report Industry Investment Rating No information provided regarding the industry investment rating. 2. Core Viewpoints - The demand for lithium carbonate is strong during the peak season, and the price is expected to fluctuate within a certain range [1]. - Supported by policies and the release of peak - season demand, the retail market of narrow - sense passenger cars in September is expected to reach about 2.15 million units, a month - on - month increase of 6.5% and a year - on - year increase of 2.0%. The new energy retail volume is expected to be about 1.25 million, and the penetration rate is expected to reach 58.1%, hitting a new high [3]. 3. Summary by Relevant Catalogs 3.1 Fundamental Tracking - **Futures Market Data**: The closing prices of the 2511 and 2601 contracts of lithium carbonate increased compared to the previous trading days. For example, the 2511 contract closed at 73,960, up 1,080 from T - 1; the 2601 contract closed at 74,040, up 1,100 from T - 1. The trading volumes and open interests of the two contracts also changed, with the trading volume of the 2511 contract at 370,359, down 131,910 from T - 1, and the open interest at 281,264, down 147 from T - 1 [1]. - **Spot and Basis Data**: The spot - 2511 was - 460, and the spot - 2601 was - 540. The basis between 2511 - 2601 was - 80. The price difference between electric - grade and industrial - grade lithium carbonate (electro - carbon - industrial carbon) was 2,250 [1]. - **Raw Material and Lithium Salt Data**: The price of lithium spodumene concentrate (6%, CIF China) was 859, up 1 from T - 1; the price of lithium mica (2.0% - 2.5%) was 1,880, up 65 from T - 1. The price of battery - grade lithium carbonate was 73,500, up 50 from T - 1 [1]. 3.2 Macro and Industry News - The SMM battery - grade lithium carbonate index price was 73,534 yuan/ton, up 70 yuan/ton from the previous trading day. The average price of battery - grade lithium carbonate was 73,500 yuan/ton, up 50 yuan/ton; the average price of industrial - grade lithium carbonate was 71,250 yuan/ton, up 50 yuan/ton [2]. - According to the latest research data of the China Automobile Dealers Association, the retail targets of leading manufacturers accounting for nearly 80% of the total market sales are generally high this month. The retail market of narrow - sense passenger cars in September is expected to reach about 2.15 million units, a month - on - month increase of 6.5% and a year - on - year increase of 2.0%. The new energy retail volume is expected to be about 1.25 million, and the penetration rate is expected to reach 58.1% [3]. 3.3 Trend Intensity The trend intensity of lithium carbonate is 0, indicating a neutral trend [3].
碳酸锂:周产量创新高叠加库存去化,区间震荡
Guo Tai Jun An Qi Huo· 2025-09-19 01:49
Report Summary 1. Report Industry Investment Rating - Not mentioned in the provided content 2. Core View of the Report - The price of lithium carbonate is in a range - bound oscillation, with weekly production hitting a new high and inventory being depleted [1] 3. Summary Based on Related Catalogs 3.1 Fundamental Tracking - **Futures Contracts Data**: - For the 2511 contract, the closing price was 72,880, down 760 from T - 1; the volume was 502,269, up 158,406 from T - 1; the open interest was 281,411, down 13,213 from T - 1 [1] - For the 2601 contract, the closing price was 72,940, down 860 from T - 1; the volume was 107,180, up 34,164 from T - 1; the open interest was 172,012, down 3,395 from T - 1 [1] - **Other Data**: - The warehouse receipt volume was 39,354, up 120 from T - 1 [1] - The spot - 2511 was 570, down 490 from T - 1; the spot - 2601 was 510, down 650 from T - 1 [1] - The 2511 - 2601 basis was - 60, down 160 from T - 1 [1] - The difference between electric carbon and industrial carbon was 2,250, unchanged from T - 1 [1] - The spot - CIF was 6,991, up 278 from T - 1 [1] - Lithium spodumene concentrate (6%, CIF China) was 858, up 1 from T - 1; lithium mica (2.0% - 2.5%) was 1,815, unchanged from T - 1 [1] - Battery - grade lithium carbonate was 73,450, up 300 from T - 1; industrial - grade lithium carbonate was 71,200, up 300 from T - 1 [1] - Other related lithium - salt and downstream product prices also had corresponding changes compared to T - 1 [1] 3.2 Macro and Industry News - The SMM battery - grade lithium carbonate index price was 73,464 yuan/ton, up 348 yuan/ton from the previous working day; the average price of battery - grade lithium carbonate was 73,450 yuan/ton, up 300 yuan/ton; the average price of industrial - grade lithium carbonate was 71,200 yuan/ton, up 300 yuan/ton [1] - This week's lithium carbonate production was 20,363 tons, up 400 tons from last week, and the industry inventory was 137,531 tons, down 981 tons from last week [1] 3.3 Trend Intensity - The trend intensity of lithium carbonate was 0, with the range of values being integers in the [-2, 2] interval, where - 2 means most bearish and 2 means most bullish [3]