【国泰期货】碳酸锂：高位震荡，上方或有压力-251114（3页）.pdf

1、期货研究 请务必阅读正文之后的免责条款部分 1 碳酸锂碳酸锂：高位高位震荡震荡，上方或有压力上方或有压力 邵婉嫕 投资咨询从业资格号：Z0015722 刘鸿儒（联系人）期货从业资格号：F03124172 【基本面跟踪】碳酸锂基本面数据 资料来源：国泰君安期货、同花顺、Mysteel、SMM、Fastmarkets 【宏观及行业新闻】SMM 电池级碳酸锂指数价格 84472 元/吨，环比上一工作日上涨 1244 元/吨；电池级碳酸锂 8.21-8.66 万元/吨，均价 8.435 万元/吨，环比上一工作日上涨 1050 元/吨；工业级碳酸锂 8.15-8.25 万元/吨，均价 8.20 万元/吨

2、，环比上一工作日上涨 900 元/吨。（上海有色网）本周碳酸锂产量 21545 吨，较上周增长 11 吨。行业库存 120472 吨，较上周去库 3481 吨。（上海有T TT-1T-1T-5T-5T-10T-10T-22T-22T-66T-662511合约（收盘价）86,40086,4001,4808,5204,56013,72018,5602511合约（成交量）360360-189174-30,923-269,967-436,8472511合约（持仓量）411411-173-3,328-18,294-192,520-231,6512601合约（收盘价）87,84087,8401,2607,

3、3404,44015,08019,6002601合约（成交量）1,106,0111,106,011-39,318523,978276,894987,0301,020,6992601合约（持仓量）536,514536,5147,54864,5313,643332,944425,293仓单量（手）27,50827,508-7791,088-133-7,67213,065现货-2511-2,050-2,050-430-4,570-210-2,370-5,410现货-2601-3,490-3,490-210-3,390-90-3,730-6,4502511-2601-1,440-1,4402201,1

4、80120-1,360-1,040电碳-工碳2,3502,350150150150100250现货-CIF13,03613,0365521,0062,7216,6635,446锂辉石精矿（6%,CIF中国）1,0011,001178257173241锂云母（2.0%-2.5%）2,2802,28035195100555570电池级碳酸锂84,35084,3501,0503,9504,35011,35013,150电池级碳酸锂（CIF）10,05010,0501004502507201,200工业级碳酸锂82,00082,0009003,8004,20011,25012,900电池级氢氧化锂（微

5、粉）81,05081,0501504507502,85010,360电池级氢氧化锂（CIF）10,15010,1501504003006701,950磷酸铁锂（动力型）36,96036,9603551,0601,1553,4304,365磷酸铁锂（中高端储能型）35,51035,5102559601,0553,3754,255磷酸铁锂（低端储能型）32,18032,1802509201,0202,8303,350三元材料523（多晶/消费型）154,325154,3251,0006,5007,10032,40043,965三元材料622（多晶/消费型）143,075143,0753,50012

6、,00012,60017,80028,685三元材料811（多晶/动力型）160,350160,3501002,4002,6005,75015,120六氟磷酸锂131,000131,0005,50011,50025,00057,50078,650电解液（三元动力用）27,50027,500001,2504,9005,800电解液（磷酸铁锂用）25,75025,750004,0007,3008,000产产业业链链相相关关数数据据盘面基差原料锂盐消费2 202025 5 年年 1 11 1 月月 1 14 4 日日 商品研究商品研究 国泰君安期货国泰君安期货研究所研究所 期货研究 请务必阅读正文之