【国泰期货】碳酸锂：去库速度放缓，市场情绪降温或带来回调-251121（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：去库速度放缓，市场情绪降温或带来回调去库速度放缓，市场情绪降温或带来回调 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 92400 元/吨，环比上一工作日上涨 2563 元/吨；电池级碳酸锂 8.78-9.48 万元/吨，均价 9.13 万元/吨，环比上一工作日上涨 2400 元/吨；工业级碳酸锂 8.70-9.08 万元/

2、吨，均价 8.89 万元/吨，环比上一工作日上涨 2400 元/吨。（上海有色网）本周碳酸锂产量 22130 吨，较上周增加 585 吨，行业库存 118420 吨，较上周去库 2052 吨。（上海有T TT-1T-1T-5T-5T-10T-10T-22T-22T-66T-662601合约（收盘价）98,98098,980-32011,14018,48023,00017,6602601合约（成交量）1,595,6461,595,646-171,782489,6351,013,6131,397,6671,369,2572601合约（持仓量）479,602479,602-23,530-56,912

3、7,619169,403359,7042605合约（收盘价）100,120100,120-34012,04019,28024,10021,3402605合约（成交量）627,740627,740200,318454,320573,041616,372563,4052605合约（持仓量）339,769339,76920,438105,859210,278273,521300,918仓单量（手）26,91626,916150-592496-2,9766,087现货-2601-7,680-7,6802,720-4,190-7,580-5,800-4,360现货-2605-8,820-8,8202,7

4、40-5,090-8,380-6,900-8,0402601-2605-1,140-1,14020-900-800-1,100-3,680电碳-工碳2,4002,400050200150200现货-CIF14,16114,161-881,1252,1316,9624,476锂辉石精矿（6%,CIF中国）1,1171,11731116198263207锂云母（2.0%-2.5%）2,7002,700125420615855750电池级碳酸锂91,30091,3002,4006,95010,90017,20013,300电池级碳酸锂（CIF）10,85010,8503508001,2501,450

5、1,350工业级碳酸锂88,90088,9002,4006,90010,70017,05013,100电池级氢氧化锂（微粉）85,35085,3501,5004,3004,7507,25010,540电池级氢氧化锂（CIF）10,55010,5501004008001,1002,250磷酸铁锂（动力型）38,74538,7455801,7852,8454,6704,420磷酸铁锂（中高端储能型）37,19037,1905801,6802,6404,5104,210磷酸铁锂（低端储能型）33,91033,9105601,7302,6504,1203,600三元材料523（多晶/消费型）156,0

6、25156,0257001,7008,20016,60043,565三元材料622（多晶/消费型）145,175145,1757002,10014,10016,40029,445三元材料811（多晶/动力型）161,550161,5504001,2003,6004,75015,780六氟磷酸锂152,500152,5004,00021,50033,00070,50098,450电解液（三元动力用）28,75028,75001,2501,2506,1506,900电解液（磷酸铁锂用）27,00027,00001,2501,2508,5509,150产产业业链链相相关关数数据据盘面基差原料锂盐消费