节点：下游（终端消费/应用）位置：下游情绪：利好参考度：10/10
受需求端利好持续释放影响，今日碳酸锂期货主力合约盘中站上100000元/吨大关。行情火热之际，部分机构提示了短期回调风险。明日，广期所碳酸锂期货合约交易手续费标准将从成交金额的万分之0.8上调至万分之1.2 。
今日盘中，碳酸锂期货主力合约LC2601突破10万元/吨，日内涨幅近6%，最高达100080元/吨。此为碳酸锂期货价格年内新高，也是2024年6月以来首次突破10万元。
今年7月，碳酸锂期货因“反内卷”行情大涨，之后行情降温。10月起再度启动，从低点71000元/吨左右上涨超40% 。本周一，主力合约甚至涨停。
赣锋锂业董事长在上周末“第十届动力电池应用国际峰会”上预判，2026年碳酸锂供需趋于平衡，需求增长30%达190万吨。若需求增速超30%甚至到40%，因短期供给刚性，价格将突破15 – 20万元/吨区间。
华西证券宏观固收团队认为，产业龙头乐观预期拉动市场情绪。叠加基本面改善，动力电池与储能需求扩张、周度库存去化，强化多头逻辑。
近期碳酸锂需求利好频出，尤其储能市场需求超预期。据统计，1...
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Will the increase in transaction fees by the exchange really effectively cool down the over – heated lithium carbonate futures market? Given the current strong demand and the optimistic expectations of industry leaders, won’t the market still be driven by strong bullish sentiment despite the fee hik…