【国泰期货】碳酸锂：采买补库需求支撑，下方空间有限-260127（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：采买补库需求支撑，下方空间有限采买补库需求支撑，下方空间有限 邵婉嫕 投资咨询从业资格号：Z0015722 刘鸿儒 投资咨询从业资格号：Z0023466 【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 178964 元/吨，环比上一工作日上涨 10004 元/吨；电池级碳酸锂 17.8-18.5 万元/吨，均价 18.15 万元/吨，环比上一工作日上涨 10500 元/吨；工业级碳酸锂 17.5-18.1 万元/吨，均价

2、17.8 万元/吨，环比上一工作日上涨 10500 元/吨。（上海有色网）消息人士称，印度将在与欧盟达成贸易协议后，把汽车进口关税从最高 110%下调至 40%。其中，关税T TT-1T-1T-5T-5T-10T-10T-22T-22T-66T-662605合约（收盘价）165,680165,680-15,84018,4209,62045,32088,4202605合约（成交量）575,675575,675232,870246,549507,184-155,328551,8662605合约（持仓量）416,719416,719-22,0095,388-89,983-254,854345,959

3、2607合约（收盘价）166,660166,660-15,98018,8609,62045,98089,6802607合约（成交量）105,103105,10359,41045,00181,5898,785101,5152607合约（持仓量）121,610121,610-12,4461,763-24,01337,20897,894仓单量（手）28,64628,6464909482,67611,995-373现货-260515,82015,82026,34012,08019,88036,68018,730现货-260714,84014,84026,48011,64019,88036,02017,

4、4702605-2607-980-980140-4400-660-1,260电碳-工碳3,5003,5000008501,250现货-CIF31,92031,9203,686-5,921-9,19012,89924,541锂辉石精矿（6%,CIF中国）2,2352,235212852558311,378锂云母（2.0%-2.5%）5,1905,190654805502,0653,345电池级碳酸锂181,500181,50010,50030,50029,50082,000107,150电池级碳酸锂（CIF）21,50021,5001,0005,2505,60010,05012,100工业级碳酸

5、锂178,000178,00010,50030,50029,50081,150105,900电池级氢氧化锂（微粉）174,350174,3508,00026,00027,05081,25096,150电池级氢氧化锂（CIF）20,50020,5005004,9005,10010,00011,050磷酸铁锂（动力型）61,17561,1752,5457,3957,40520,44026,990磷酸铁锂（中高端储能型）59,61559,6152,5407,3807,34020,44026,825磷酸铁锂（低端储能型）55,86055,8602,4607,1507,02020,03026,020三元

6、材料523（多晶/消费型）202,400202,4005,00012,30014,15042,55059,475三元材料622（多晶/消费型）193,700193,7002,0008,2009,60043,25064,625三元材料811（多晶/动力型）212,700212,7004,5009,20012,20048,00055,800六氟磷酸锂145,000145,000-1,000-10,000-11,500-24,50058,000电解液（三元动力用）37,25037,25000050014,650电解液（磷酸铁锂用）35,75035,75000050017,300产产业业链链相相关关数