20251212-光大期货-碳酸锂日报_12页_441kb

Lithium carbonate markets showed a significant price increase on December 12, 2025, driven by strong market sentiment and recent supply-side disruptions. Key highlights include a 3.97% rise in the lithium carbonate futures contract to 98,880 yuan/ton, with average prices for battery-grade and industrial-grade Li2CO3 increasing by 800 and 750 yuan/ton, respectively. Battery-grade hydrogen oxide also climbed by 400 yuan/ton. Supply rose slightly due to increases from lithium features, while demand expectations for battery materials declined slightly. Inventory levels continued to decrease in the downstream segments, but potential future supply expansions could offset current gains. Overall, market optimism prevails amid supply uncertainties, but close monitoring is advised.