Lithium carbonate consumption is about to pass the year-end peak season

Lithium carbonate fell, and the total position decreased by 2138 lots. On the market, the spread of 05-01 was 2780, and the spread widened slightly. The performance in the past few months has been resilient. Lithium carbonate futures continue to decline, but the spot price dropped slightly. During the day, spot electric carbon fell by 50 yuan, industrial carbon fell by 50 yuan, and the price of spot electric carbon was higher than that of the 01-03 contract. At present, the inventory level of the upstream lithium salt plant is relatively low, and there is no obvious transportation pressure, so the upward trend is relatively strong.

Traders are also reluctant to sell high-quality lithium carbonate, but they trade secondhand goods with downstream material factories at lower prices, thus slightly reducing the concern about the trading price of lithium carbonate in the spot market. At the same time, there are no obvious signs of downstream material factories cutting orders towards the end of the month, and combined with pre - year inventory, the demand for procurement has improved. At present, the profit loss from purchasing spodumene has been expanded to 3400 yuan/ton, but it is not expected to affect the production of spodumene salt plants. The output of lithium carbonate is increasing, and downstream consumption is about to pass the peak season at the end of the year, which puts pressure on the price of lithium carbonate. Moreover, at present, the 05 contract is far from the first cost support level, and it is expected that the lithium carbonate 05 contract will continue to decline.