On the evening of June 14, Guangzhou Futures Exchange (hereinafter referred to as Guangzhou Futures Exchange) publicly solicited opinions on lithium carbonate futures and options contracts and related rules. This indicates that the futures market will welcome new members again, and related industries and enterprises will also usher in good news.
Xu Yanwei, general manager of GF Futures, said that the launch of lithium carbonate futures and options is of great significance. First, it can help the country's "double carbon" target strategy and escort the steady development of the green industry; second, it can form a lithium carbonate price mechanism and increase The transparency of spot prices provides the best risk management tools for industrial enterprises.
According to the design of the lithium carbonate futures contract, the trading unit is 1 ton/lot, the quotation unit is yuan (RMB)/ton, the minimum transaction margin is 5% of the contract value, and the minimum price change is 50 yuan/ton. The maximum order quantity is 1000 lots, and the minimum order quantity is 1 lot. On June 15, the latest quotation from Shanghai Nonferrous Metals Network showed that the spot price of lithium carbonate was 313,000 yuan/ton (99.5% battery grade/domestic). Based on this calculation, the highest single transaction capital of lithium carbonate futures may reach 15.65 million yuan.
It is reported that lithium carbonate is mainly used for energy storage batteries and power batteries. The listed futures will help the new energy industry to manage the price risk of upstream raw materials, strengthen the overall planning and allocation of resources, and promote the structural transformation of energy production and consumption. Play the role of "balancer" for development and security, and serve the self-reliance and self-improvement of new energy technology.
"The downstream industries corresponding to lithium carbonate include new energy trams and energy storage sectors, which are closely related to the development of my country's green industry." Xu Yanwei said that the launch of lithium carbonate futures and options can effectively stabilize the production costs of the upstream and downstream of related industries, lock in Profit, help my country's green industry to achieve steady development, and help the country's "double carbon" goal.
Xu Yanwei believes that with the combination of lithium carbonate futures and options, upstream and downstream companies can stabilize spot price fluctuations through risk hedging, hedging and inventory management; the effective use of futures and options can help companies acquire overseas lithium resources Preserve value, help domestic enterprises to deploy globally, and serve the domestic and foreign dual-cycle development model. Most importantly, enterprises can also make their trade and financing activities more flexible through warehouse receipt financing, off-site business, etc., and further improve their risk management level.
Chen Jing, a nonferrous metals researcher at Galaxy Futures Commodity Research Institute, said that for a long time, the lithium carbonate industry chain lacked corresponding risk management tools, and the high value of lithium carbonate has a greater marginal impact on the prices of various links in the industry chain. bear a relatively large risk exposure. Lithium carbonate futures and options are launched at this time to provide effective risk management tools for real enterprises. On the one hand, they can help enterprises to achieve stable production and operation. On the other hand, they can also provide more channels for participating in new energy market funds, and realize the stable development of escorting green industries. Target. (Wang Ning)
微信扫一扫打赏
