Analysts: The traditional peak season has arrived, demand for lithium carbonate is improving, and future market trends still need to pay attention to the supply side.

On September 4, the domestic futures market's main contract for lithium carbonate, 2511, stopped falling and rebounded, closing up 1.05% in the afternoon at 73420 yuan/ton. However, on the same day, the lowest price of the main contract fell to 71120 yuan/ton, a decrease of about 20% from the high point of 90100 yuan/ton half a month ago. Analysts believe that the traditional peak season has arrived, with demand for lithium carbonate improving. In the future, attention still needs to be paid to the supply side. Currently, the logic of the lithium carbonate fundamentals is relatively clear, with production halts by major resource companies leading to a tightening supply-demand balance, forming support at the price bottom. If there is further reduction in production in the future, the level of support will be further strengthened.