碳酸锂周度报告：智利5月锂盐发运显著回落，关注矿价能否企稳

陈祎萱CFA高级分析师（有色金属）从业资格号：F3074710投资咨询号：Z0017769Tel:8621-63325888-2722Email:yixuan.chen@orientfutures.com[Table_Report]相关报告如何理解碳酸锂的春季躁动？2024/03/29过剩已至，产业链如何出清？2023/12/28博弈加剧，不破不立2023/09/29渐趋理性，波动收敛2023/06/29主力合约行情走势图（碳酸锂） 目录1、智利5月锂盐发运显著回落，关注矿价能否企稳...........................................................................................................42、周内行业要闻回顾...............................................................................................................................................................63、产业链重点高频数据监测...................................................................................................................................................73.1、资源端：锂精矿现货报价持稳........................................................................................................................................73.2、锂盐：盘面短暂企稳........................................................................................................................................................73.3、下游中间品：报价回落....................................................................................................................................................93.4、终端：4月中国新能源车渗透率回升...........................................................................................................................114、风险提示.............................................................................................................................................................................11 2期货研究报告 图表目录图表1：锂产业链重点高频价格监测............................................................................................................................................................4图表2：智利对中国碳酸锂月度出口量........................................................................................................................................................5图表3：中国碳酸锂进口量&南美对中国碳酸锂出口.................................................................................................................................5图表4：智利对中国硫酸锂发运量................................................................................................................................................................5图表5：智利对各国碳酸锂出口均价............................................................................................................................................................5图表2：锂精矿现货均价................................................................................................................................................................................7图表3：MtCattlin锂精矿生产利润...............................................................................................................................................................7图表4：GFEX碳酸锂主力合约收盘价（LC2505）....................................................................................................................................7图表5：GFEX碳酸锂期限结构....................................................................................................................................................................7图表6：国内碳酸锂现货均价及电工价差....................................................................................................................................................8图表7：碳酸锂基差（SMM电碳现货均价-GFEX近月）..........................................................................................................................8图表8：国内氢氧化锂现货均价....................................................................................................................................................................8图表9：海内外氢氧化锂价差........................................................................................................................................................................8图表10：国内电池级氢氧化锂-碳酸锂价差.................................................................................................................................................9图表11：锂盐厂理论生产利润......................................................................................................................................................................9图表12：磷酸铁锂价格走势..........................................................................................................................................................................9图表13：磷酸铁锂电芯（动力型）均价......................................................................................................................................................9图表14：三元材料价格走势........................................................................................................................................................................10图表15：523方形三元电芯（动力型）均价.............................................................................................................................................10图表16：钴酸锂价格走势............................................................................................................................................................................10图表17：钴酸锂电芯（消费型）均价............