On January 9, the first batch of 30,000 tons of lithium concentrate from Mali imported by Hainan Star-Sea New Materials Co., Ltd. successfully arrived at Yangpu Port in Hainan Province. This shipment of lithium ore is the first new energy mineral resource to be declared for entry with "zero tariffs" at Yangpu Port after the full-island customs closure operation in Hainan. PriceSeek analyzes lithium carbonate with a long-short score of -1. The article reports that Hainan Star-Sea imported 30,000 tons of lithium concentrate from Mali with zero tariffs, reducing the cost of lithium carbonate raw materials and increasing supply expectations, thereby exerting downward pressure on the spot price of lithium carbonate. Combined with lithium carbonate futures data (e.g., the settlement price of the 2605 contract is 143,180 yuan/ton, with a change of -220; the settlement price of the 2607 contract is 144,080 yuan/ton, with a change of -240), most contract prices have declined, and changes in open interest indicate bearish market sentiment. This event may reinforce the downward trend in futures prices, as increased supply expectations intensify market pessimism.
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