6 月中国进出口数据：锂

Summary of Key Points from the Conference Call Industry Overview - The conference call primarily discusses the lithium industry, focusing on lithium hydroxide (LiOH) and lithium carbonate trade data from China for June 2025 and projections for 2024 and 2025 [2][3][4][6][7]. Key Insights and Data Lithium Hydroxide (LiOH) - Exports: In June 2025, LiOH exports from China fell by 56% year-over-year (y/y) to 6.3 kilotons (kt) compared to 14.2 kt in June 2024. Year-to-date (YTD) net exports are 19.9 kt, down 69% from the same period last year [2][4]. - Full-Year Projections: Full-year 2024 net exports are projected at 113 kt, which is 11% lower than 2023. In contrast, FY2023 net exports were 126.2 kt, marking a 40% increase y/y [2][4]. - Historical Context: Net exports in 2022 were 90.3 kt, which was 29% higher than 70 kt in 2021 [2]. Lithium Carbonate - Imports: June 2025 lithium carbonate imports decreased by 10% y/y to 17.7 kt from 19.6 kt in June 2024. YTD net imports are 115.3 kt, which is 10% higher than in 2024 [2][6]. - Full-Year Projections: For full-year 2024, net imports are expected to reach 231 kt, a 55% increase compared to 2023. In 2023, net imports were 149.2 kt, up 19% y/y [2][6]. - Historical Context: In 2022, net imports were 125.7 kt, which was 72% higher than 73.2 kt in 2021 [2][6]. Price Trends - Lithium Carbonate Prices: The average import price for lithium carbonate increased by 8% month-over-month (m/m) but decreased by 18% y/y in June, averaging $10,120 per ton [2][13]. - LiOH Prices: The average export price for LiOH fell by 10% m/m and 50% y/y in June, averaging $10,858 per ton [2][10]. Additional Important Information - Trade Data Tables: Detailed tables provide historical trade data for both LiOH and lithium carbonate, showing trends in exports, imports, and price changes over the years [3][6][7]. - Analyst Contact Information: The report includes contact details for analysts involved in the research, indicating a structured approach to investor communication [1][9]. Conclusion - The lithium industry is experiencing significant fluctuations in both export and import volumes, with notable declines in LiOH exports and mixed trends in lithium carbonate imports. Price adjustments reflect broader market dynamics, indicating potential investment opportunities and risks in the sector moving forward [2][4][6].