Disk side: After lithium carbonate experienced a drop limit and a limit last week, the price limit fluctuated violently and the game was fierce, and the outflow of funds accelerated after the opening of the board on Monday today, releasing a huge amount of energy, and all contracts *** 07 contracts fell by about 5%. Lithium carbonate**
Lithium mine end: Recently, the lithium mine market has been relatively cold, and there are a few spot shipments, but most of the holders do not have a high acceptance of spot mines, and they choose not to press out the goods. At present, with the decline of the spot, overseas imports of lithium ore have decreased, and today's Australian mine is 6%**50 US dollars, supply and demand are weak, and it is expected that lithium mines will continue to run weakly.
Lithium salt end: the market is gradually clearing the bulk cargo, and today's electric carbon basis is 500 yuan tons. Due to the demand for delivery, the market demand for electric carbon delivery products is slightly more, but due to the low overall market sentiment, there are fewer transactions.
1.From the perspective of the driving factors behind it, ** has changed from rising to falling, mainly because the delivery logic has changed. As of last Friday, the lithium carbonate warehouse receipt of the Guangzhou Futures Exchange was 100 tons, and the warehouse receipt volume was low, which boosted the squeeze logic. Before the opening of the market on Monday, the relevant person in charge of the Guangzhou Futures Exchange revealed that as of December 10, the intended delivery volume of lithium carbonate ** reached 1050,000 tons. At the same time, the exchange agreed to increase the minimum guaranteed storage capacity of the delivery warehouse from 30,000 tons to 60,000 tons, including the registrable warehouse receipts of the delivery factory, the overall minimum guaranteed storage capacity will reach 63.15 million tons. Against the backdrop of loose delivery expectations, ** returned to the downtrend.
2.Subsequently, the fundamentals of supply and demand have not been reversed, and the lowest disk was 85,650 yuan tonsOn the one hand, it shows that the terminal orders are weaker than the previous month, and on the other hand, it also shows that with the increase in the volume of more mining projects, the release of lithium resources will still maintain high growth, and the oversupply of lithium carbonate will be further amplified. It is expected that the short-term long-term trend may be weaker than that of the near month, and pay attention to the registration of spot ** and warehouse receipts.