SMM Releases Heavyweight Lithium Carbonate Transaction Sentiment Factor: Gain Insights into the Pulse of the Lithium Battery Market and Seize Opportunities in the New Energy Industry

Against the backdrop of volatile lithium carbonate prices and increasingly intense back-and-forth negotiations between upstream and downstream, the industry urgently needs a benchmark that can accurately capture real-time trading dynamics. After a period of accumulation by the SMM new energy team, the SMM New Energy Lithium Battery Database launched the industry's first "Lithium Carbonate Transaction Sentiment Factor,"released at 10:30 every trading day, providing quantifiable, traceable, and early-warning sentiment references for industry chain enterprises.

I. Data Highlights

1. Three-Dimensional Factors, Comprehensive Characterization

• Total Sentiment Factor: Reflects the overall market heat of the day.
• Upstream Sales Sentiment Factor: Quantifies the willingness to sell of lithium chemical plants.
• Downstream Purchase Sentiment Factor: Quantifies the purchase willingness of cathode and battery manufacturers.

2. Professional Scoring, Weighted Calculation
The analyst team conducts daily targeted exchanges with enterprises, scoring sales/purchase intentions on a scale of 1–5 (1=limited inquiries, occasional rigid demand; 5=panic buying, spot cargo sold out instantly), and weights them based on enterprise capacity/procurement volume to ensure the factors represent mainstream industry trends.

3. High-Frequency Updates, Leading Market Trends
To ensure timeliness and continuity, the Lithium Carbonate Sentiment Factor is updated at10:30 every trading day.

II. Application Scenarios

• Lithium Chemical Plants: Adjust sales pace based on downstream purchase sentiment to avoid the risk of low-price dumping.
• Cathode and Other Downstream Enterprises: Identify upstream sales signals to optimize procurement windows.
• Financial Institutions: Explore the correlation between sentiment and futures prices to assist in investment strategy formulation.