本周，氢氧化锂价格持续此前跌势。生产上，大部分企业维持较为稳定的生产节奏，个别企业因库存高企、对未来需求的悲观预期，有一定减量生产行为；市场情绪上，在近期谈单过程中，锂盐厂有较为明显的挺价情绪，更倾向于缩短协议期限；需求方面对下游的低价订单及散单的较低价位情况，同样有较为明确的下压折扣意愿。叠加矿价相对低位带来的成本低位，市场价格有较为显著的下跌趋势。

[SMM Weekly Review of Lithium Battery Anode Market: Artificial Graphite Continues to Decline, Natural Graphite Remains Stable] SMM reported on June 26: This week, the prices of some artificial ...

This week, with the temporary recovery in lithium carbonate prices, lithium ore suppliers continued to refuse to budge on prices at elevated levels. Given some hedging profit opportunities, traders (b ...

本周，石墨化市场价格保持平稳态势。在供需层面，负极材料企业一体化进程加速推进，致使石墨化委外订单量锐减，市场供应过剩状况持续加剧。与此同时，石墨化外协利润刺破成本线，买卖双方在价格谈判中僵持不下，形成价格博弈的胶着局面。展望后市，需求端或将出现下滑，产能过剩局面难以扭转，因此，预计后续石墨化外协或将为抢夺市场订单采取降价策略。

截至2025年6月26日，西澳FOB氧化铝价格为370美元/吨，海运费21.90美元/吨，美元/人民币汇率卖出价在7.19附近，该价格折合国内主流港口对外售价约3,262元/吨左右，高于国内氧化铝价格137元/吨，氧化铝进口窗口持续关闭。本周询得两笔海外氧化铝现货成交，两笔价格差异较大，据了解，后一笔成交存在一定的特殊性，价格整体虚高，具体情况如下： ...

On June 26, the SMM battery-grade nickel sulphate index price was 27,199 yuan/mt, with the quotation range for battery-grade nickel sulphate being 27,200-27,600 yuan/mt. The average price remained ...

③ Provide contracts (or cooperation agreements) signed with production-oriented enterprises, where the coal washing capacity of the cooperating production-oriented enterprises is required to be ...

Today, the most-traded BC copper 2508 contract opened at 70,060 yuan/mt, closing the day with a positive candlestick, indicating an increase in long positions. During the night session, the ...

On June 26 (Thursday), analysts from Sucden Financial stated in a report that as market focus remained on geopolitical developments, the metal market was showing a cautious bullish sentiment.

[SMM: Social Warehouses of Silicon Metal Decline WoW] According to SMM statistics, the total social inventory of silicon metal in major regions reached 542,000 mt on June 26, decreasing by 17,000 mt ...

DCE iron ore futures fluctuated in the doldrums throughout the day, with the most-traded contract I2509 closing at 702.5, down 0.43% for the day. Traders' willingness to sell was moderate. Steel mills ...

Macro sentiment continues to recover, SHFE zinc records four-day winning streak] The most-traded SHFE zinc 2508 contract opened at 22,095 yuan/mt. Subsequently, with bulls increasing their positions, ...