【碳酸锂周报】供应扰动驱动盘面强势反弹，基差走弱后仓单或加速回流

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、供应扰动驱动盘面强势反弹，基差走弱后仓单或加速回流...........................................................................................42、周内行业要闻回顾...............................................................................................................................................................53、产业链重点高频数据监测...................................................................................................................................................63.1、资源端：锂精矿现货报价延续反弹................................................................................................................................63.2、锂盐：盘面加速反弹........................................................................................................................................................63.3、下游中间品：报价略回升................................................................................................................................................83.4、终端：6月中国新能源车延续去库...............................................................................................................................104、风险提示.............................................................................................................................................................................10 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：锂精矿现货均价................................................................................................................................................................................6图表3：MtCattlin锂精矿生产利润...............................................................................................................................................................6图表4：GFEX碳酸锂主力合约收盘价（LC2505）....................................................................................................................................6图表5：GFEX碳酸锂期限结构....................................................................................................................................................................6图表6：国内碳酸锂现货均价及电工价差....................................................................................................................................................7图表7：碳酸锂基差（SMM电碳现货均价-GFEX近月）..........................................................................................................................7图表8：国内氢氧化锂现货均价....................................................................................................................................................................7图表9：海内外氢氧化锂价差........................................................................................................................................................................7图表10：国内电池级氢氧化锂-碳酸锂价差.................................................................................................................................................8图表11：锂盐厂理论生产利润......................................................................................................................................................................8图表12：磷酸铁锂价格走势..........................................................................................................................................................................8图表13：磷酸铁锂电芯（动力型）均价......................................................................................................................................................8图表14：三元材料价格走势..........................................................................................................................................................................9图表15：523方形三元电芯（动力型）均价................................................................................................................................................9图表16：钴酸锂价格走势..............................................................................................................................................................................9图表17：钴酸锂电芯（消费型）均价..........................................................................................................................................................9图表18：中国动力电池装机量及同比增速................................................................................................................................................10图表19：中国动力电池当月装机占比........................................................................................................................................................10图表20：中国新能源车产销同比增速........................................................................................................................................................10图表21：中国新能源车渗透率......................