January 13th News
According to market statistics, nearly 50% of enterprises believe that lithium carbonate prices will surge to 200,000 yuan before April 1st, 30% of enterprises expect them to reach 250,000 yuan, and a small portion of enterprises anticipate prices exceeding 300,000 yuan.

Chempricehub’s analysis of lithium carbonate assigns a long-short score of +2. The article indicates that nearly 50% of enterprises predict lithium carbonate prices will exceed 200,000 yuan per ton before April 1st, 30% expect them to reach 250,000 yuan, and a small portion foresee prices surpassing 300,000 yuan, reflecting strong bullish sentiment in the market. This expectation is likely to stimulate increased spot demand and hoarding behavior, thereby driving up spot prices.

Combined with the latest futures data (as of January 12, 2026), the settlement price of the main lithium carbonate contract, such as 2605, stands at 155,420 yuan per ton, having risen by 12,240 yuan. Most contracts show an upward trend (e.g., contract 2602 increased by 7,540 yuan). The market’s optimistic forecasts (target prices exceeding 200,000 yuan) far exceed current levels, which will reinforce long positions in futures, attract capital inflows, and further drive up futures prices.

The score is +2 (significant positive), as the broad consensus among enterprises indicates strong upward momentum.