20251204-宝城期货-碳酸锂日报_碳酸锂震荡企稳_6页_1mb

报告摘要

Futures Market: The主力合约LC2605.GFE (futures contract) closed at 93,700 RMB/ton for carbonate lithium, representing a 0.04% increase from the previous day and a decline of 40 RMB/ton. Over the last ten trading days, the overall trend for期货 prices showed a downward movement.
Spot Market: Carbonate lithium现货 price was 93,960 RMB/ton, down 0.35% compared to the previous day, with a slight downward adjustment. Over the last ten days,现货 prices generally trended upward.
Basis Analysis: The current基差 (basis) is 640 points, indicating a positive现货升水 (spot premium). This is stronger than the previous day by 1,250 points, and over the last ten days,基差 has shown an overall strengthening trend.
Inventory and Supply/Demand: 注册仓单量 (registered warehouse receipts) for碳酸锂 increased by 770 hands to 10,422 hands, contrary to the general ten-day downtrend. Supply factors include部分矿端复产预期 (partial mine resumption expectations) which are expected to suppress prices, while demand is monitored through related industries.
Overall Market: Carbonate lithium prices oscillated but stabilized near the end of the trading period, reflecting minor volatility amid changing supply dynamics.

The report includes detailed price analysis for various lithium products (e.g., lithium辉石精矿, lithium云母) and related materials in the battery chain, such as manganese acid lithium, phosphate lithium iron, and three-component electrode materials. Most prices show minor fluctuations or declines compared to five days prior, highlighting sector-specific trends.
Charts visualize price movements, basis differences, and inventory changes, aiding in understanding the market's micro and macro fluctuations.
-免责声明: The analysis is provided for informational purposes only and does not constitute investment advice. Results may vary, and the user is advised to conduct independent verification.

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