{
  "surface": "dashboard",
  "title": "全链库存 · 独立审核",
  "generatedAt": "2026-10-27T14:49:21.253377+08:00",
  "buildStatus": "complete",
  "status": "review",
  "filters": [],
  "exportPreferences": {
    "selected": null,
    "destinations": []
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        {
          "date": "2026-10-08",
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          "date": "2026-10-15",
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        {
          "date": "2026-10-22",
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          "record_id": "resource_history:38617bed5bd9"
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      ],
      "source": {
        "label": "Mysteel矿料发布口径",
        "period": "2026-10-08—10-22",
        "freshness": "研究采用记录；页面生成不刷新原证据期",
        "metricDefinitions": [
          {
            "label": "Mysteel矿料发布口径",
            "definition": "万吨原生矿；港口与贸易可能重叠；可售为贸易子集，镇江为港口子集。"
          }
        ],
        "caveats": [
          "不加总，不折算含锂量。样本成员连续性未独立证明。"
        ],
        "evidenceFlow": [
          {
            "title": "研究来源",
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          {
            "title": "研究来源",
            "detail": "PRJ-007 / 资源、锂盐综合验收 / 2026-10-26周度接收"
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      },
      "evidence_identity": "reported_native_ore_sample"
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        {
          "date": "2026-09-24",
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          "date": "2026-10-22",
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      "source": {
        "label": "SMM新货权碳酸锂库存",
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        "freshness": "研究采用记录；页面生成不刷新原证据期",
        "metricDefinitions": [
          {
            "label": "SMM新货权碳酸锂库存",
            "definition": "万吨碳酸锂；同一新货权系列，总量为四持有人分项之和。"
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        ],
        "caveats": [
          "含估算，不是独立实物盘点；不与旧范围或Mysteel拼接。"
        ],
        "evidenceFlow": [
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            "title": "研究来源",
            "detail": "PRJ-007 / 近期跨链复算（2026-10-22）"
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          {
            "title": "研究来源",
            "detail": "PRJ-007 / 资源、锂盐综合验收 / 2026-10-26周度接收"
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      },
      "evidence_identity": "institution_estimated_ownership_stock"
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    "salt_change": {
      "rows": [
        {
          "holder": "smelter_10k_t",
          "change_t": 1904,
          "record_id": "salt_change:c965d31a22a5"
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        {
          "holder": "trade_10k_t",
          "change_t": -2540,
          "record_id": "salt_change:94c28bf13798"
        },
        {
          "holder": "cathode_10k_t",
          "change_t": -2354,
          "record_id": "salt_change:81ced4e9e4ba"
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        {
          "holder": "cell_other_10k_t",
          "change_t": -1103,
          "record_id": "salt_change:f0d61ea26d87"
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      ],
      "source": {
        "label": "SMM新货权周变化",
        "period": "2026-10-15—10-22",
        "freshness": "研究采用记录；页面生成不刷新原证据期",
        "metricDefinitions": [
          {
            "label": "SMM新货权周变化",
            "definition": "吨碳酸锂；两个同口径端点相减。"
          }
        ],
        "caveats": [
          "总量减少不自动证明实际消费旺盛。"
        ],
        "evidenceFlow": [
          {
            "title": "研究来源",
            "detail": "PRJ-007 / 资源、锂盐综合验收 / 2026-10-26周度接收"
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        ]
      },
      "evidence_identity": "derived_same_sample_change"
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    "salt_other": {
      "rows": [
        {
          "scope": "SMM新货权",
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          "stock_t": 130279,
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          "record_id": "salt_other:99c4706c85ee"
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        {
          "scope": "Mysteel样本",
          "period": "10月25日报告周；调查日未知",
          "stock_t": 99280,
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          "record_id": "salt_other:0b177e8b4ffe"
        },
        {
          "scope": "SMM旧范围甲",
          "period": "10月22日",
          "stock_t": 52093,
          "change_t": -3324,
          "record_id": "salt_other:fedab3f3766e"
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        {
          "scope": "SMM旧范围乙",
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          "stock_t": 58793,
          "change_t": -3605,
          "record_id": "salt_other:0f1a7c2d1d48"
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      ],
      "source": {
        "label": "多口径平行对照",
        "period": "各自数据期；10月26、27日研究接收",
        "freshness": "研究采用记录；页面生成不刷新原证据期",
        "metricDefinitions": [
          {
            "label": "多口径平行对照",
            "definition": "相同产品、不同样本和货权范围的库存读数。"
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        ],
        "caveats": [
          "不相加、不平均、不按差额补库存。Mysteel样本总数207与分项208的限制保留。"
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        "evidenceFlow": [
          {
            "title": "研究来源",
            "detail": "PRJ-007 / 资源、锂盐综合验收 / 2026-10-26周度接收"
          },
          {
            "title": "研究来源",
            "detail": "锂盐综合验收 / 2026-10-27天风补充"
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        ]
      },
      "evidence_identity": "parallel_distinct_stock_samples"
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          "period": "2026-08",
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        "label": "iFinD、海关＋材料产量与工程参数",
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        "freshness": "研究采用记录；页面生成不刷新原证据期",
        "metricDefinitions": [
          {
            "label": "iFinD、海关＋材料产量与工程参数",
            "definition": "万吨LCE当量；产品产出＋净贸易−相邻正极理论耗盐。"
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        ],
        "caveats": [
          "内部转制、其他用途、原料／在制、贸易和时滞未闭合；余额不等于库存变化。"
        ],
        "evidenceFlow": [
          {
            "title": "研究来源",
            "detail": "PRJ-007 / 近期跨链复算（2026-10-22）"
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      "evidence_identity": "conditional_flow_balance"
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        "label": "周报所列材料库存",
        "period": "截至2026-10-15当周",
        "freshness": "研究采用记录；页面生成不刷新原证据期",
        "metricDefinitions": [
          {
            "label": "周报所列材料库存",
            "definition": "各自产品吨；原报告样本，不作材料总量。"
          }
        ],
        "caveats": [
          "三元统计方混署名；不能自行续接其他机构的系列。"
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        "evidenceFlow": [
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            "title": "研究来源",
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      "evidence_identity": "reported_material_stock_sample"
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    "lipf_days": {
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        {
          "period": "2026-08",
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          "downstream_days": 10.8,
          "record_id": "lipf_days:82a10a887cfb"
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          "period": "2026-09",
          "upstream_days": 4.5,
          "downstream_days": 8.3,
          "record_id": "lipf_days:20d6276d3aec"
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      "source": {
        "label": "SMM署名LiPF₆库存天数",
        "period": "2026年8—9月",
        "freshness": "研究采用记录；页面生成不刷新原证据期",
        "metricDefinitions": [
          {
            "label": "SMM署名LiPF₆库存天数",
            "definition": "原报告库存天数；分母底表未完整取得。"
          }
        ],
        "caveats": [
          "库存天数下降不等于库存吨数减少。"
        ],
        "evidenceFlow": [
          {
            "title": "研究来源",
            "detail": "PRJ-007 / 近期跨链复算（2026-10-22）"
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      },
      "evidence_identity": "native_inventory_days"
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    "material_balance": {
      "rows": [
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          "product": "lfp",
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          "product": "ternary",
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      "source": {
        "label": "材料产量与电池图读量的条件比较",
        "period": "2026年9月",
        "freshness": "研究采用记录；页面生成不刷新原证据期",
        "metricDefinitions": [
          {
            "label": "材料产量与电池图读量的条件比较",
            "definition": "保留已采用情景范围，不是统计置信区间。"
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        ],
        "caveats": [
          "图读电池量与CABIA／ICC统计总体没有建立对应；不能用于确认全国累库。"
        ],
        "evidenceFlow": [
          {
            "title": "研究来源",
            "detail": "PRJ-007 / 近期跨链复算（2026-10-22）"
          },
          {
            "title": "研究来源",
            "detail": "PRJ-007 / 交付修订（2026-10-26）"
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      "evidence_identity": "conditional_material_balance"
    },
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          "period": "2026-01",
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          "sales_gwh": 148.8,
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          "record_id": "battery_flow:7724a77bc4fc"
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          "period": "2026-02",
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          "sales_gwh": 113.2,
          "production_minus_sales_gwh": 28.4,
          "record_id": "battery_flow:d4f944b7d4c6"
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          "period": "2026-03",
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          "sales_gwh": 175.1,
          "production_minus_sales_gwh": 2.6,
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          "period": "2026-04",
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          "sales_gwh": 164.2,
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          "period": "2026-05",
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          "sales_gwh": 182.2,
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          "period": "2026-06",
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          "sales_gwh": 196.0,
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          "period": "2026-07",
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          "sales_gwh": 185.2,
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          "period": "2026-08",
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          "period": "2026-09",
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          "sales_gwh": 222.7,
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        "label": "CABIA动力和储能电池",
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        "metricDefinitions": [
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            "label": "CABIA动力和储能电池",
            "definition": "GWh；当月产量减同口径销量，出口已在销量内。"
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        ],
        "caveats": [
          "不是全用途电池或实物盘点。累计修订差异不以月差净额接近而消除。"
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        "evidenceFlow": [
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            "title": "研究来源",
            "detail": "PRJ-007 / 近期跨链复算（2026-10-22）"
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          {
            "title": "研究来源",
            "detail": "PRJ-007 / 电池与终端联合研究（2026-10-21）"
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      "evidence_identity": "observed_flow_difference_not_stock"
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      "rows": [
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          "company": "ent_catl",
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          "company": "ent_catl",
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          "record_id": "company_context:35c6ab1d1552"
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      ],
      "source": {
        "label": "公司财务披露＋季度成本派生",
        "period": "2026Q2—Q3；余额6月末、9月末",
        "freshness": "研究采用记录；页面生成不刷新原证据期",
        "metricDefinitions": [
          {
            "label": "公司财务披露＋季度成本派生",
            "definition": "成本周转参照＝季初末平均存货÷当季营业成本×季度天数。"
          }
        ],
        "caveats": [
          "集团金额，非实物量、库龄或订单覆盖率；公司间业务结构不同。"
        ],
        "evidenceFlow": [
          {
            "title": "研究来源",
            "detail": "PRJ-007 / 近期跨链复算（2026-10-22）"
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          {
            "title": "研究来源",
            "detail": "PRJ-007 / 交付修订（2026-10-26）"
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        ]
      },
      "evidence_identity": "financial_cost_turnover_proxy"
    },
    "dealer_history": {
      "rows": [
        {
          "period": "2026-07",
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          "record_id": "dealer_history:56382ea2f4e9"
        },
        {
          "period": "2026-08",
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          "record_id": "dealer_history:82a10a887cfb"
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        {
          "period": "2026-09",
          "inventory_ratio": 1.68,
          "record_id": "dealer_history:20d6276d3aec"
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      ],
      "source": {
        "label": "CADA汽车经销商调查",
        "period": "2026年7—9月",
        "freshness": "研究采用记录；页面生成不刷新原证据期",
        "metricDefinitions": [
          {
            "label": "CADA汽车经销商调查",
            "definition": "全动力类型经销商库存系数，按原发布口径。"
          }
        ],
        "caveats": [
          "不是新能源专属口径，不能和CPCA产批差直接相减。"
        ],
        "evidenceFlow": [
          {
            "title": "研究来源",
            "detail": "PRJ-007 / 终端整合验收（2026-10-21）"
          }
        ]
      },
      "evidence_identity": "survey_inventory_ratio"
    },
    "auto_flow": {
      "rows": [
        {
          "period": "2026-07",
          "production_minus_wholesale_10k_vehicles": 0.3,
          "record_id": "auto_flow:56382ea2f4e9"
        },
        {
          "period": "2026-08",
          "production_minus_wholesale_10k_vehicles": 1.8,
          "record_id": "auto_flow:82a10a887cfb"
        },
        {
          "period": "2026-09",
          "production_minus_wholesale_10k_vehicles": -1.1,
          "record_id": "auto_flow:20d6276d3aec"
        }
      ],
      "source": {
        "label": "CPCA新能源乘用车",
        "period": "2026年7—9月",
        "freshness": "研究采用记录；页面生成不刷新原证据期",
        "metricDefinitions": [
          {
            "label": "CPCA新能源乘用车",
            "definition": "万辆；厂端生产减批发。"
          }
        ],
        "caveats": [
          "不是渠道库存变化；不与CADA合并。"
        ],
        "evidenceFlow": [
          {
            "title": "研究来源",
            "detail": "PRJ-007 / 终端整合验收（2026-10-21）"
          }
        ]
      },
      "evidence_identity": "factory_flow_proxy"
    },
    "pylon_changes": {
      "rows": [
        {
          "metric": "inventory",
          "change_pct": 19.050232587298122,
          "record_id": "pylon_changes:70fa667ce6c3"
        },
        {
          "metric": "contract_liabilities",
          "change_pct": -6.1988987545406165,
          "record_id": "pylon_changes:7dd9c3df8f2d"
        },
        {
          "metric": "quarterly_product_sales",
          "change_pct": -20.585625554569653,
          "record_id": "pylon_changes:ab12fb74c7de"
        }
      ],
      "source": {
        "label": "派能科技公司披露",
        "period": "2026Q2→Q3",
        "freshness": "研究采用记录；页面生成不刷新原证据期",
        "metricDefinitions": [
          {
            "label": "派能科技公司披露",
            "definition": "存货和合同负债为期末余额变化；销量为当季环比。"
          }
        ],
        "caveats": [
          "包含储能与轻型动力等业务；非储能全行业。"
        ],
        "evidenceFlow": [
          {
            "title": "研究来源",
            "detail": "PRJ-007 / 交付修订（2026-10-26）"
          }
        ]
      },
      "evidence_identity": "derived_company_financial_and_sales_change"
    },
    "resource_paths": {
      "rows": [
        {
          "method": "①机构统计／发布",
          "status": "机构统计／含估算",
          "period": "10/8→10/22",
          "finding": "贸易18.1→23.7万吨；港口31.8→39.2万吨；贸易可售10.1→15.8万吨",
          "boundary": "原生矿吨；位置和货权重叠，不加总；样本成员连续性仍有限制。",
          "source_entry": "来源核查/资源与原料综合验收记录.md#resource-integration",
          "record_id": "resource_paths:0b7a475986c1"
        },
        {
          "method": "②企业／项目披露",
          "status": "公司运行披露；库存未齐",
          "period": "已发布Q3；旧细料按原期",
          "finding": "Rio、Kodal、Core的中间料、生产与船期揭示产销衔接差异",
          "boundary": "生产、装船、在途不是同一库存端点；旧细料不刷新到Q3。",
          "source_entry": "inputs/inventory_recent_evidence_intake.json",
          "record_id": "resource_paths:8cf248be51ce"
        },
        {
          "method": "③本环节进出流量",
          "status": "受限试算／旧期参照",
          "period": "各项目原报告季度",
          "finding": "矿山精矿产量与发运可作局部账户",
          "boundary": "料型、内部承接和货权尚未闭合；不是本轮9月全国资源余额。",
          "source_entry": "来源核查/路线三扩展试算结果记录.md",
          "record_id": "resource_paths:c9a18249447f"
        },
        {
          "method": "④相邻下游反推耗用",
          "status": "条件估算",
          "period": "9月路线产量；参数按各自来源期",
          "finding": "锂盐产量可作相邻精矿／富锂液／黑粉耗用参照",
          "boundary": "品位、收率、路线份额与再加工限制保留，不能得到全国净库存。",
          "source_entry": "来源核查/路线四全链首轮试算结果记录.md",
          "record_id": "resource_paths:355f82eac7a7"
        }
      ],
      "source": {
        "label": "资源与原料：四条路径的作用",
        "period": "10月8—22日；企业各原报告期",
        "freshness": "研究采用记录；页面生成不刷新原证据期",
        "metricDefinitions": [
          {
            "label": "资源与原料：四条路径的作用",
            "definition": "各路径按自身对象和期间使用。"
          }
        ],
        "caveats": [
          "同源、转载和共享参数不增加独立证据票数。"
        ],
        "evidenceFlow": [
          {
            "title": "研究来源",
            "detail": "PRJ-007 / 交付修订（2026-10-26）"
          },
          {
            "title": "研究来源",
            "detail": "PRJ-007 / 资源、锂盐综合验收 / 2026-10-26周度接收"
          }
        ]
      },
      "evidence_identity": "reviewed_research_method"
    },
    "salt_paths": {
      "rows": [
        {
          "method": "①机构统计／发布",
          "status": "机构统计／含估算",
          "period": "SMM10/22；Mysteel10/25报告周",
          "finding": "SMM总量130,279吨，周减4,093；盐厂周增1,904。Mysteel另一范围总减、冶炼增。",
          "boundary": "新货权、旧范围、Mysteel分别观察，窗口和样本不可拼接。",
          "source_entry": "inputs/inventory_recent_evidence_intake.json",
          "record_id": "salt_paths:0b7a475986c1"
        },
        {
          "method": "②企业／项目披露",
          "status": "公司财务披露／季度派生",
          "period": "赣锋6/30→9/30；周转Q2→Q3",
          "finding": "赣锋净存货151.50→150.16亿元，成本周转144.4→133.1天；合同负债18.44→14.64亿元",
          "boundary": "集团多业务金额；不分配为LC或LH吨数，不证明全部有订单覆盖。",
          "source_entry": "来源核查/企业库存披露核查记录.md#company-operating-resource-salts",
          "record_id": "salt_paths:8cf248be51ce"
        },
        {
          "method": "③本环节进出流量",
          "status": "实际组件／边界未闭合",
          "period": "2026年9月",
          "finding": "两盐产出＋净贸易17.69万吨LCE参照",
          "boundary": "iFinD＋海关组合；内部转制、LH形态及其他用途未闭合。",
          "source_entry": "reference_inputs/recent_cross_chain_recalculation_20261022/result.json",
          "record_id": "salt_paths:c9a18249447f"
        },
        {
          "method": "④相邻下游反推耗用",
          "status": "条件估算",
          "period": "2026年9月",
          "finding": "四类正极理论耗盐18.90万吨LCE；与所列盐流入相差约−1.21万吨",
          "boundary": "正极产量与工程参数推算，不用电池图读量；不是实际库存变化，亦非独立四票。",
          "source_entry": "inputs/recent_cross_chain_recalculation.json",
          "record_id": "salt_paths:355f82eac7a7"
        }
      ],
      "source": {
        "label": "锂盐：四条路径的作用",
        "period": "机构至10月22日／报告周；月流量8—9月",
        "freshness": "研究采用记录；页面生成不刷新原证据期",
        "metricDefinitions": [
          {
            "label": "锂盐：四条路径的作用",
            "definition": "各路径按自身对象和期间使用。"
          }
        ],
        "caveats": [
          "同源、转载和共享参数不增加独立证据票数。"
        ],
        "evidenceFlow": [
          {
            "title": "研究来源",
            "detail": "PRJ-007 / 交付修订（2026-10-26）"
          },
          {
            "title": "研究来源",
            "detail": "PRJ-007 / 资源、锂盐综合验收 / 2026-10-26周度接收"
          }
        ]
      },
      "evidence_identity": "reviewed_research_method"
    },
    "material_paths": {
      "rows": [
        {
          "method": "①机构统计／发布",
          "status": "机构发布／报告内候选",
          "period": "周度截至10/15；LiPF6为9月标签",
          "finding": "LFP周库+529吨，三元−188吨；LiPF6上游4.5、下游8.3天",
          "boundary": "三元统计方混署名；库存天数不等于实物吨数。",
          "source_entry": "inputs/inventory_recent_evidence_intake.json",
          "record_id": "material_paths:0b7a475986c1"
        },
        {
          "method": "②企业／项目披露",
          "status": "公司财务／历史参照",
          "period": "2026Q1→Q2；实物另按2025",
          "finding": "湖南裕能周转31.3→32.5天、容百62.1→70.7天；天赐42.9→38.9天",
          "boundary": "只作H1公司差异，不能证明9—10月方向；公司金额不互换为行业材料吨数。",
          "source_entry": "来源核查/企业库存披露核查记录.md#company-operating-context-application",
          "record_id": "material_paths:8cf248be51ce"
        },
        {
          "method": "③本环节进出流量",
          "status": "流入已取／实际流出暂缺",
          "period": "2026年9月",
          "finding": "LFP 61.31万吨、三元8.13万吨生产参照已取；电解液直接实际产量未齐",
          "boundary": "没有完整同口径实际流出与贸易；不能把④理论耗用写成③已知流出。",
          "source_entry": "inputs/inventory_recent_evidence_intake.json",
          "record_id": "material_paths:c9a18249447f"
        },
        {
          "method": "④相邻下游反推耗用",
          "status": "条件估算／用途收紧",
          "period": "2026年9月；图读电池量",
          "finding": "LFP耗用55.66—63.75万吨；三元5.49—8.04万吨，保留作情景",
          "boundary": "254＋39.7GWh为两化学图读小计，不是CABIA动力＋储能237.8GWh拆分；不能确认全国累库方向。",
          "source_entry": "全链库存观察与推论研究.md#battery-population-review-20261026",
          "record_id": "material_paths:355f82eac7a7"
        }
      ],
      "source": {
        "label": "关键材料：四条路径的作用",
        "period": "周库存10月15日；耗用与天数为9月",
        "freshness": "研究采用记录；页面生成不刷新原证据期",
        "metricDefinitions": [
          {
            "label": "关键材料：四条路径的作用",
            "definition": "各路径按自身对象和期间使用。"
          }
        ],
        "caveats": [
          "同源、转载和共享参数不增加独立证据票数。"
        ],
        "evidenceFlow": [
          {
            "title": "研究来源",
            "detail": "PRJ-007 / 交付修订（2026-10-26）"
          }
        ]
      },
      "evidence_identity": "reviewed_research_method"
    },
    "battery_paths": {
      "rows": [
        {
          "method": "①机构统计／发布",
          "status": "机构比率／当期实物暂缺",
          "period": "实物8月；比率9月",
          "finding": "动力LFP／三元库销比1.15／1.55月",
          "boundary": "同范围9月库存及分母底表未取得，不能乘CABIA销量换量。",
          "source_entry": "inputs/inventory_recent_evidence_intake.json",
          "record_id": "battery_paths:0b7a475986c1"
        },
        {
          "method": "②企业／项目披露",
          "status": "公司财务／季度派生",
          "period": "Q2→Q3；金额6/30→9/30",
          "finding": "宁德成本周转96.1→96.7天；亿纬57.3→64.5天；派能166.4→233.3天",
          "boundary": "集团范围分别观察；派能交付放缓与库存增加并存，不能推广全行业。",
          "source_entry": "来源核查/企业库存披露核查记录.md#company-delivery-revision-20261026",
          "record_id": "battery_paths:8cf248be51ce"
        },
        {
          "method": "③本环节进出流量",
          "status": "同源产销差",
          "period": "2026年9月",
          "finding": "CABIA动力＋储能237.8−222.7＝+15.1GWh",
          "boundary": "出口44GWh已含销量；不是全用途电池、实物盘点或真实增加量。",
          "source_entry": "全链库存观察与推论研究.md#battery-population-review-20261026",
          "record_id": "battery_paths:c9a18249447f"
        },
        {
          "method": "④相邻下游反推耗用",
          "status": "部分终端条件估算",
          "period": "汽车9月；储能及消费各自期间",
          "finding": "汽车、储能、消费制造信号分别约束相邻电池吸收",
          "boundary": "覆盖和制造／出货身份不同，不能合成精确全终端电池耗用。",
          "source_entry": "来源核查/路线四全链首轮试算结果记录.md",
          "record_id": "battery_paths:355f82eac7a7"
        }
      ],
      "source": {
        "label": "电池制造与交付：四条路径的作用",
        "period": "月流量至9月；公司至Q3",
        "freshness": "研究采用记录；页面生成不刷新原证据期",
        "metricDefinitions": [
          {
            "label": "电池制造与交付：四条路径的作用",
            "definition": "各路径按自身对象和期间使用。"
          }
        ],
        "caveats": [
          "同源、转载和共享参数不增加独立证据票数。"
        ],
        "evidenceFlow": [
          {
            "title": "研究来源",
            "detail": "PRJ-007 / 交付修订（2026-10-26）"
          }
        ]
      },
      "evidence_identity": "reviewed_research_method"
    },
    "terminal_paths": {
      "rows": [
        {
          "method": "①机构统计／发布",
          "status": "机构调查",
          "period": "2026年8月→9月",
          "finding": "CADA渠道库存系数1.58→1.68",
          "boundary": "包含各种动力类型；不能当新能源全渠道吨数／辆数。",
          "source_entry": "来源核查/终端及等待综合验收记录.md#battery-terminal-joint-reading",
          "record_id": "terminal_paths:0b7a475986c1"
        },
        {
          "method": "②企业／项目披露",
          "status": "公司财务／交付；混合期间",
          "period": "派能Q2/Q3；海博／科陆库存仍H1",
          "finding": "派能存货+19.05%、合同负债−6.20%，季度产品销量−20.59%",
          "boundary": "派能兼有储能与轻型动力，非终端库存总量；不替海博/科陆刷新日期。",
          "source_entry": "来源核查/企业库存披露核查记录.md#company-delivery-revision-20261026",
          "record_id": "terminal_paths:8cf248be51ce"
        },
        {
          "method": "③本环节进出流量",
          "status": "同源产批差",
          "period": "2026年9月",
          "finding": "CPCA新能源乘用车产165.5、批166.6万辆，差−1.1万辆",
          "boundary": "厂端产批接近，不等于渠道去库；不可与CADA直接相减。",
          "source_entry": "reference_inputs/recent_cross_chain_recalculation_20261022/result.json",
          "record_id": "terminal_paths:c9a18249447f"
        },
        {
          "method": "④相邻下游反推耗用",
          "status": "不适用作终端自身库存",
          "period": "按各终端制造期",
          "finding": "终端产量反推的是上游电池耗用",
          "boundary": "用于电池环节的需求校验，不给终端自身库存增加第四票。",
          "source_entry": "来源核查/路线四全链首轮试算结果记录.md",
          "record_id": "terminal_paths:355f82eac7a7"
        }
      ],
      "source": {
        "label": "终端及等待：四条路径的作用",
        "period": "汽车7—9月；企业H1／Q3分开",
        "freshness": "研究采用记录；页面生成不刷新原证据期",
        "metricDefinitions": [
          {
            "label": "终端及等待：四条路径的作用",
            "definition": "各路径按自身对象和期间使用。"
          }
        ],
        "caveats": [
          "同源、转载和共享参数不增加独立证据票数。"
        ],
        "evidenceFlow": [
          {
            "title": "研究来源",
            "detail": "PRJ-007 / 交付修订（2026-10-26）"
          }
        ]
      },
      "evidence_identity": "reviewed_research_method"
    },
    "overview": {
      "rows": [
        {
          "id": "resource",
          "name": "资源与原料",
          "signal": "流通缓冲增加",
          "period": "10月8—22日；企业各原报告期",
          "claim": "贸易总量和可售量增加，港口增量集中于镇江。",
          "meaning": "库存原生吨增加，不能直接推出可用含锂量充足或全国供给过剩。",
          "nodes": [
            "辉石与流通",
            "盐湖／卤水",
            "云母",
            "回收／黑粉"
          ],
          "record_id": "overview:34ddc38a5132"
        },
        {
          "id": "salt",
          "name": "锂盐",
          "signal": "总量去库，盐厂增加",
          "period": "机构至10月22日／报告周；月流量8—9月",
          "claim": "碳酸锂样本继续去库，减少主要在流通与下游；盐厂持有量上升。",
          "meaning": "材料制造耗盐提供方向旁证，仍无法把月度条件余额认定为真实库存变化。",
          "nodes": [
            "碳酸锂",
            "氢氧化锂",
            "两盐合看"
          ],
          "record_id": "overview:f2f3d5e8a775"
        },
        {
          "id": "material",
          "name": "关键材料",
          "signal": "品种分化，月度待辨",
          "period": "周库存10月15日；耗用与天数为9月",
          "claim": "LFP周库略增、三元略减；电解质盐库存天数下降。",
          "meaning": "电池反推材料耗用对单耗和统计总体敏感，不能确认全国材料累库。",
          "nodes": [
            "正极材料",
            "电解液／电解质盐"
          ],
          "record_id": "overview:c09dd39eb999"
        },
        {
          "id": "battery",
          "name": "电池制造与交付",
          "signal": "产销正差，公司分化",
          "period": "月流量至9月；公司至Q3",
          "claim": "同口径产量持续高于销量，但库存负担并非所有公司同步加重。",
          "meaning": "宁德周转相对稳定，亿纬、派能周转上升；需要结合出货和合同负债。",
          "nodes": [
            "制造与销售",
            "公司库存与周转"
          ],
          "record_id": "overview:5b53f84626cb"
        },
        {
          "id": "terminal",
          "name": "终端及等待",
          "signal": "渠道与交付压力分化",
          "period": "汽车7—9月；企业H1／Q3分开",
          "claim": "汽车渠道系数上升；储能公司交付与占用分化，消费设备缺少统一近期总量。",
          "meaning": "不能概括为全终端同时累库，也不能用一家公司替其他样本续期。",
          "nodes": [
            "汽车",
            "储能",
            "消费设备"
          ],
          "record_id": "overview:b631ccba5444"
        }
      ],
      "source": {
        "label": "PRJ-007已采用综合研究",
        "period": "月度8—9月；矿盐周度至10月22日；公司各自期间",
        "freshness": "研究采用记录；页面生成不刷新原证据期",
        "metricDefinitions": [
          {
            "label": "PRJ-007已采用综合研究",
            "definition": "本审核稿展示既有采用成果，不新增研究计算或全链总量。"
          }
        ],
        "caveats": [
          "全国全链净库存、同批货跨环节转移未知。"
        ],
        "evidenceFlow": [
          {
            "title": "研究来源",
            "detail": "PRJ-007 / 近期跨链复算（2026-10-22）"
          },
          {
            "title": "研究来源",
            "detail": "PRJ-007 / 交付修订（2026-10-26）"
          },
          {
            "title": "研究来源",
            "detail": "PRJ-007 / 资源、锂盐综合验收 / 2026-10-26周度接收"
          }
        ]
      },
      "evidence_identity": "reviewed_research_judgment"
    },
    "salt_mysteel_latest": {
      "rows": [
        {
          "holder": "saltplant",
          "stock_t": 20250,
          "change_t": -1150,
          "record_id": "salt_mysteel_latest:1f1747befd2d"
        },
        {
          "holder": "trade",
          "stock_t": 34060,
          "change_t": 280,
          "record_id": "salt_mysteel_latest:df860e6599cb"
        },
        {
          "holder": "material_terminal",
          "stock_t": 41850,
          "change_t": -2250,
          "record_id": "salt_mysteel_latest:54a017b7dd0a"
        }
      ],
      "source": {
        "label": "Mysteel 207家样本／华泰期货具名转载",
        "period": "2026-10-21—2026-10-28；报告发布10/29",
        "freshness": "2026-10-29定向核查；10-30展示取用",
        "metricDefinitions": [
          {
            "label": "Mysteel 207家样本／华泰期货具名转载",
            "definition": "吨碳酸锂；总库存96,160，变化−3,120；三个持有人分项加总闭合。"
          }
        ],
        "caveats": [
          "与SMM不同样本、不同周；不拼接、不相加，不据此确认同一总体转向。"
        ],
        "evidenceFlow": [
          {
            "title": "研究入口",
            "detail": "PRJ-007 / 库存同轴LCE序列试算记录 / 第9节"
          }
        ],
        "url": "https://pdf.dfcfw.com/pdf/H3_AP202610291831152717_1.pdf"
      },
      "evidence_identity": "reported_institution_stock_sample"
    },
    "raw_material_position": {
      "rows": [
        {
          "period": "2026-09",
          "total_native_10k_t": 43.5,
          "plant_native_10k_t": 34.2,
          "transit_native_10k_t": 9.3,
          "record_id": "raw_material_position:20d6276d3aec"
        }
      ],
      "source": {
        "label": "Mysteel外采矿盐厂样本／紫金天风转载",
        "period": "2026年9月；报告封面10/26、索引10/28",
        "freshness": "2026-10-29定向核查；10-30展示取用",
        "metricDefinitions": [
          {
            "label": "Mysteel外采矿盐厂样本／紫金天风转载",
            "definition": "总量43.5万吨原已入库；具名转载补充厂内34.2、在途9.3万吨。"
          }
        ],
        "caveats": [
          "不是SMM折LCE样本；不能据两池数量比反推品位。",
          "原文总量变化单位与分项不一致；不采用该总量变化字段。"
        ],
        "evidenceFlow": [
          {
            "title": "研究入口",
            "detail": "PRJ-007 / 库存同轴LCE序列试算记录 / 第9节"
          }
        ],
        "url": "https://pdf.dfcfw.com/pdf/H3_AP202610281831072308_1.pdf"
      },
      "evidence_identity": "native_ore_sample_positions"
    }
  },
  "id": "dashboard:0cf5ad83-3c22-490b-9032-e32c5762948c",
  "review": {
    "preparedOn": "2026-10-27",
    "purpose": "两种阅读结构的独立审核，共用一份证据快照",
    "stages": [
      {
        "id": "resource",
        "name": "资源与原料",
        "signal": "流通缓冲增加",
        "period": "10月8—22日；企业各原报告期",
        "claim": "贸易总量和可售量增加，港口增量集中于镇江。",
        "meaning": "库存原生吨增加，不能直接推出可用含锂量充足或全国供给过剩。",
        "nodes": [
          "辉石与流通",
          "盐湖／卤水",
          "云母",
          "回收／黑粉"
        ]
      },
      {
        "id": "salt",
        "name": "锂盐",
        "signal": "总量去库，盐厂增加",
        "period": "机构至10月22日／报告周；月流量8—9月",
        "claim": "碳酸锂样本继续去库，减少主要在流通与下游；盐厂持有量上升。",
        "meaning": "材料制造耗盐提供方向旁证，仍无法把月度条件余额认定为真实库存变化。",
        "nodes": [
          "碳酸锂",
          "氢氧化锂",
          "两盐合看"
        ]
      },
      {
        "id": "material",
        "name": "关键材料",
        "signal": "品种分化，月度待辨",
        "period": "周库存10月15日；耗用与天数为9月",
        "claim": "LFP周库略增、三元略减；电解质盐库存天数下降。",
        "meaning": "电池反推材料耗用对单耗和统计总体敏感，不能确认全国材料累库。",
        "nodes": [
          "正极材料",
          "电解液／电解质盐"
        ]
      },
      {
        "id": "battery",
        "name": "电池制造与交付",
        "signal": "产销正差，公司分化",
        "period": "月流量至9月；公司至Q3",
        "claim": "同口径产量持续高于销量，但库存负担并非所有公司同步加重。",
        "meaning": "宁德周转相对稳定，亿纬、派能周转上升；需要结合出货和合同负债。",
        "nodes": [
          "制造与销售",
          "公司库存与周转"
        ]
      },
      {
        "id": "terminal",
        "name": "终端及等待",
        "signal": "渠道与交付压力分化",
        "period": "汽车7—9月；企业H1／Q3分开",
        "claim": "汽车渠道系数上升；储能公司交付与占用分化，消费设备缺少统一近期总量。",
        "meaning": "不能概括为全终端同时累库，也不能用一家公司替其他样本续期。",
        "nodes": [
          "汽车",
          "储能",
          "消费设备"
        ]
      }
    ],
    "materialScenarioBoundary": "材料余额保留情景解释，不承担全国当月实物累库方向；CABIA只在本身动力储能产销账户使用。盐耗用来自正极产量，不依赖该电池图读量，指定碳酸锂去库判断不受此次用途收紧影响。"
  },
  "review_revision": {
    "prepared_on": "2026-10-30",
    "evidence_review_date": "2026-10-29",
    "scope": "Names, visible observation periods and adopted targeted evidence; no Oct30 market refresh"
  },
  "axis": [
    {
      "series": "battery",
      "label": "动力＋储能电池（参数试算）",
      "segment": "engineering_proxy",
      "period_label": "2026-01",
      "observation_date": null,
      "plot_date": "2026-01-15",
      "date_basis": "monthly_period",
      "native_value": 177.2,
      "native_unit": "GWh",
      "factor_t_lce_per_native_unit": null,
      "lce_t": null,
      "low_lce_t": 98219.745,
      "high_lce_t": 139870.60499999998,
      "identity": "uncalibrated_engineering_scenario",
      "use_status": "trial_only_not_actual",
      "sample_version": "smm_cell",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_0d92d44d513042951e54c28ade49ec11;inventory_history_adc9f4c400e2679163d429d80fc0d883",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_regular_history_20261007/cell_mar_exact.json",
      "publication_date": "2026-03-07",
      "limitation": "工程用量迁移情景，尚未剥离制造损耗或验证成品留存；不能采用为实际含锂存量，区间也不涵盖该系统性偏差。LiPF6质量分数固定12.5%仅沿用E1工作假设，不是实测当期配方或完整行业边界。；缺化学结构：只给全LFP至全三元强度包络，不造中心点",
      "record_id": "inventory:8eb6400de925d06057f4"
    },
    {
      "series": "battery",
      "label": "动力＋储能电池（参数试算）",
      "segment": "engineering_proxy",
      "period_label": "2026-02",
      "observation_date": null,
      "plot_date": "2026-02-15",
      "date_basis": "monthly_period",
      "native_value": 177.3,
      "native_unit": "GWh",
      "factor_t_lce_per_native_unit": null,
      "lce_t": 107984.51999999999,
      "low_lce_t": 98293.43625,
      "high_lce_t": 119531.07375,
      "identity": "uncalibrated_engineering_scenario",
      "use_status": "trial_only_not_actual",
      "sample_version": "smm_cell",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_c8f2e51bf02e68082a8ebaab7c9aa666;inventory_history_fc51a62bbe9c242f6e360053d925728c;inventory_history_8ff5f64c933de8ec965267216c26c250;inventory_history_624f0ac95ac6954b8970b5f148c9099b",
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      "publication_date": "2026-04-16",
      "limitation": "工程用量迁移情景，尚未剥离制造损耗或验证成品留存；不能采用为实际含锂存量，区间也不涵盖该系统性偏差。LiPF6质量分数固定12.5%仅沿用E1工作假设，不是实测当期配方或完整行业边界。；优先已披露全用途化学分类；与用途分类的舍入差另存",
      "record_id": "inventory:2c7a739dd22ec602e5f8"
    },
    {
      "series": "battery",
      "label": "动力＋储能电池（参数试算）",
      "segment": "engineering_proxy",
      "period_label": "2026-03",
      "observation_date": null,
      "plot_date": "2026-03-15",
      "date_basis": "monthly_period",
      "native_value": 190.85000000000002,
      "native_unit": "GWh",
      "factor_t_lce_per_native_unit": null,
      "lce_t": 116147.45474999998,
      "low_lce_t": 105804.87187500001,
      "high_lce_t": 128430.851625,
      "identity": "uncalibrated_engineering_scenario",
      "use_status": "trial_only_not_actual",
      "sample_version": "smm_cell",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_aff74b95856d37fdbaae8bbf83b5fdbe;inventory_history_5270e319c9cb5ab366caf84dfb28ced1;inventory_history_2b6a92e3947bfc092a4bd847aa2b3d13",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_regular_history_20261007/cell_mar_parts.json",
      "publication_date": "2026-04-29",
      "limitation": "工程用量迁移情景，尚未剥离制造损耗或验证成品留存；不能采用为实际含锂存量，区间也不涵盖该系统性偏差。LiPF6质量分数固定12.5%仅沿用E1工作假设，不是实测当期配方或完整行业边界。；动力已披露化学分类；储能暂按全LFP，仅为情景",
      "record_id": "inventory:ea42f49afd54df25d260"
    },
    {
      "series": "battery",
      "label": "动力＋储能电池（参数试算）",
      "segment": "engineering_proxy",
      "period_label": "2026-04",
      "observation_date": null,
      "plot_date": "2026-04-15",
      "date_basis": "monthly_period",
      "native_value": 192.29999999999998,
      "native_unit": "GWh",
      "factor_t_lce_per_native_unit": null,
      "lce_t": 117046.41749999998,
      "low_lce_t": 106608.83625000001,
      "high_lce_t": 129449.95874999999,
      "identity": "uncalibrated_engineering_scenario",
      "use_status": "trial_only_not_actual",
      "sample_version": "smm_cell",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_a077a07153935674a1663470b0fb029a;inventory_history_79d734e138345bf875fea483148bc81d;inventory_history_92c22362d0786f25799b66d4784d885b;inventory_history_ba4857469936e438465e65d8b71c9dd7;inventory_history_b934af795dd7ee4e6f4586efcd0124ff",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_regular_history_20261004/mx_search_SMM_2026年1月至8月_电芯库存_动力_储能_磷酸铁锂_三元_GWh.json",
      "publication_date": "2026-05-25",
      "limitation": "工程用量迁移情景，尚未剥离制造损耗或验证成品留存；不能采用为实际含锂存量，区间也不涵盖该系统性偏差。LiPF6质量分数固定12.5%仅沿用E1工作假设，不是实测当期配方或完整行业边界。；优先已披露全用途化学分类；与用途分类的舍入差另存",
      "record_id": "inventory:7edebb74c005c8297130"
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    {
      "series": "battery",
      "label": "动力＋储能电池（参数试算）",
      "segment": "engineering_proxy",
      "period_label": "2026-05",
      "observation_date": null,
      "plot_date": "2026-05-15",
      "date_basis": "monthly_period",
      "native_value": 193.63,
      "native_unit": "GWh",
      "factor_t_lce_per_native_unit": null,
      "lce_t": 117881.86499999999,
      "low_lce_t": 107384.87625,
      "high_lce_t": 130348.62375,
      "identity": "uncalibrated_engineering_scenario",
      "use_status": "trial_only_not_actual",
      "sample_version": "smm_cell",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_e4de1d6da3725f4e2a1876f8ad29e712;inventory_history_0ab2b5971428ab9e5de0bc57a91d69ef;inventory_history_140853148831d3156ee167be50aa2339;inventory_history_d944676f398c475e6d3e75347483f36e;inventory_history_c453f53ded8b87892e227d0dce879fd4;inventory_history_89fdb5505017814dc9a8ce7a904d56e0",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_regular_history_20261007/cell_may.json",
      "publication_date": "2026-06-30",
      "limitation": "工程用量迁移情景，尚未剥离制造损耗或验证成品留存；不能采用为实际含锂存量，区间也不涵盖该系统性偏差。LiPF6质量分数固定12.5%仅沿用E1工作假设，不是实测当期配方或完整行业边界。；优先已披露全用途化学分类；与用途分类的舍入差另存",
      "record_id": "inventory:41820852b75386a1665a"
    },
    {
      "series": "battery",
      "label": "动力＋储能电池（参数试算）",
      "segment": "engineering_proxy",
      "period_label": "2026-06",
      "observation_date": null,
      "plot_date": "2026-06-15",
      "date_basis": "monthly_period",
      "native_value": 211.28,
      "native_unit": "GWh",
      "factor_t_lce_per_native_unit": null,
      "lce_t": 128461.13999999998,
      "low_lce_t": 117086.22,
      "high_lce_t": 141939.18,
      "identity": "uncalibrated_engineering_scenario",
      "use_status": "trial_only_not_actual",
      "sample_version": "smm_cell",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_9472f71a4cecad06919c9d56e0bfda51;inventory_history_94f76d0a9a3674d9f86404e82aeee29f;inventory_history_1024815950035bb67dbd6f60656a0e49;inventory_history_a53d2b657fa6efa8768d7a3574d65a22;inventory_history_ee43686121ec6d2ad11463b849949e7f",
      "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf",
      "publication_date": "2026-08-10",
      "limitation": "工程用量迁移情景，尚未剥离制造损耗或验证成品留存；不能采用为实际含锂存量，区间也不涵盖该系统性偏差。LiPF6质量分数固定12.5%仅沿用E1工作假设，不是实测当期配方或完整行业边界。；优先已披露全用途化学分类；与用途分类的舍入差另存",
      "record_id": "inventory:33a5ac64a1c13a017f5c"
    },
    {
      "series": "battery",
      "label": "动力＋储能电池（参数试算）",
      "segment": "engineering_proxy",
      "period_label": "2026-07",
      "observation_date": null,
      "plot_date": "2026-07-15",
      "date_basis": "monthly_period",
      "native_value": 212.2,
      "native_unit": "GWh",
      "factor_t_lce_per_native_unit": null,
      "lce_t": 129059.6175,
      "low_lce_t": 117640.54500000001,
      "high_lce_t": 142585.62,
      "identity": "uncalibrated_engineering_scenario",
      "use_status": "trial_only_not_actual",
      "sample_version": "smm_cell",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_fc544317ef30e117589fcadf1733536b;inventory_history_29e330965f2a87ced634333b855c842a;inventory_history_74735230f71d4e69f0d9b20682c15991;inventory_history_266a85feb50830b73273c4e5548db6ab",
      "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-24_紫金天风期货_碳酸锂周报_反反复复.pdf",
      "publication_date": "2026-08-24",
      "limitation": "工程用量迁移情景，尚未剥离制造损耗或验证成品留存；不能采用为实际含锂存量，区间也不涵盖该系统性偏差。LiPF6质量分数固定12.5%仅沿用E1工作假设，不是实测当期配方或完整行业边界。；优先已披露全用途化学分类；与用途分类的舍入差另存",
      "record_id": "inventory:55cef7706271f1690132"
    },
    {
      "series": "battery",
      "label": "动力＋储能电池（参数试算）",
      "segment": "engineering_proxy",
      "period_label": "2026-08",
      "observation_date": null,
      "plot_date": "2026-08-15",
      "date_basis": "monthly_period",
      "native_value": 228.34,
      "native_unit": "GWh",
      "factor_t_lce_per_native_unit": null,
      "lce_t": 138850.14149999997,
      "low_lce_t": 126588.16275,
      "high_lce_t": 153363.06824999998,
      "identity": "uncalibrated_engineering_scenario",
      "use_status": "trial_only_not_actual",
      "sample_version": "smm_cell",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_970ee3d94373d833c2da4e42e60ecd19;inventory_history_5c3aa9142718162cba62bac76f20ec43;inventory_history_2ec2655bf0ed73d700c3dba4b2aae4a9;inventory_history_61e45482a52e0a96dd1979054eb34719",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_institution_gapfill_20261007/huabao_q4.pdf",
      "publication_date": "2026-09-29",
      "limitation": "工程用量迁移情景，尚未剥离制造损耗或验证成品留存；不能采用为实际含锂存量，区间也不涵盖该系统性偏差。LiPF6质量分数固定12.5%仅沿用E1工作假设，不是实测当期配方或完整行业边界。；动力已披露化学分类；储能暂按全LFP，仅为情景",
      "record_id": "inventory:c87dad809ac292fb0460"
    },
    {
      "series": "cathode",
      "label": "正极成品（LFP＋三元）",
      "segment": "chart_h1|chart_h1",
      "period_label": "2026-01",
      "observation_date": null,
      "plot_date": "2026-01-31",
      "date_basis": "estimated_month_end",
      "native_value": null,
      "native_unit": null,
      "factor_t_lce_per_native_unit": null,
      "lce_t": 29822.7,
      "low_lce_t": 28854.0,
      "high_lce_t": 30132.9,
      "identity": "derived_sum_of_two_inventory_samples",
      "use_status": "display_reference_not_full_cathode_stock",
      "sample_version": "smm_material_lfp|smm_material_ternary",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2;src_inventory_attribution_a844363df33aaaaa246ac3f5f27896e1",
      "observation_ids": "inventory_history_97ab2262f2cab0e225ccb18dbf24066e;inventory_history_930f43e238cb0f05e4c39acf877ca76e",
      "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf;周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf",
      "publication_date": null,
      "limitation": "同日期与时间口径的LFP＋三元成品LCE之和；非全部正极库存；保留两项样本、图读及三元来源混署名限制",
      "components": [
        {
          "series": "lfp",
          "label": "LFP成品（厂库样本）",
          "segment": "chart_h1",
          "period_label": "2026-01",
          "observation_date": null,
          "plot_date": "2026-01-31",
          "date_basis": "estimated_month_end",
          "native_value": 97000.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.234,
          "lce_t": 22698.0,
          "low_lce_t": 21996.0,
          "high_lce_t": 22932.0,
          "identity": "chart_digitized_estimate",
          "use_status": "chart_estimate",
          "sample_version": "smm_material_lfp",
          "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
          "observation_ids": "inventory_history_97ab2262f2cab0e225ccb18dbf24066e",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf",
          "publication_date": "2026-08-10",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；与百川量级分歧未解释"
        },
        {
          "series": "ternary",
          "label": "三元成品（来源混署名）",
          "segment": "chart_h1",
          "period_label": "2026-01",
          "observation_date": null,
          "plot_date": "2026-01-31",
          "date_basis": "estimated_month_end",
          "native_value": 18700.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.381,
          "lce_t": 7124.7,
          "low_lce_t": 6858.0,
          "high_lce_t": 7200.900000000001,
          "identity": "chart_digitized_estimate",
          "use_status": "chart_estimate",
          "sample_version": "smm_material_ternary",
          "source_ids": "src_inventory_attribution_a844363df33aaaaa246ac3f5f27896e1",
          "observation_ids": "inventory_history_930f43e238cb0f05e4c39acf877ca76e",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf",
          "publication_date": "2026-08-10",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；统计方混署名未解；三元组成用0.381代理"
        }
      ],
      "record_id": "inventory:f7ac1c54c3182585423c"
    },
    {
      "series": "cathode",
      "label": "正极成品（LFP＋三元）",
      "segment": "chart_h1|chart_h1",
      "period_label": "2026-02",
      "observation_date": null,
      "plot_date": "2026-02-28",
      "date_basis": "estimated_month_end",
      "native_value": null,
      "native_unit": null,
      "factor_t_lce_per_native_unit": null,
      "lce_t": 28081.2,
      "low_lce_t": 27771.0,
      "high_lce_t": 30726.0,
      "identity": "derived_sum_of_two_inventory_samples",
      "use_status": "display_reference_not_full_cathode_stock",
      "sample_version": "smm_material_lfp|smm_material_ternary",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2;src_inventory_attribution_a844363df33aaaaa246ac3f5f27896e1",
      "observation_ids": "inventory_history_ea8b782ccf010728f148b062b2078000;inventory_history_8ba11ed6bf57568f4a95a0bcbda18076",
      "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf;周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf",
      "publication_date": null,
      "limitation": "同日期与时间口径的LFP＋三元成品LCE之和；非全部正极库存；保留两项样本、图读及三元来源混署名限制",
      "components": [
        {
          "series": "lfp",
          "label": "LFP成品（厂库样本）",
          "segment": "chart_h1",
          "period_label": "2026-02",
          "observation_date": null,
          "plot_date": "2026-02-28",
          "date_basis": "estimated_month_end",
          "native_value": 92000.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.234,
          "lce_t": 21528.0,
          "low_lce_t": 21294.0,
          "high_lce_t": 23868.0,
          "identity": "chart_digitized_estimate",
          "use_status": "chart_estimate",
          "sample_version": "smm_material_lfp",
          "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
          "observation_ids": "inventory_history_ea8b782ccf010728f148b062b2078000",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf",
          "publication_date": "2026-08-10",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；与百川量级分歧未解释"
        },
        {
          "series": "ternary",
          "label": "三元成品（来源混署名）",
          "segment": "chart_h1",
          "period_label": "2026-02",
          "observation_date": null,
          "plot_date": "2026-02-28",
          "date_basis": "estimated_month_end",
          "native_value": 17200.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.381,
          "lce_t": 6553.2,
          "low_lce_t": 6477.0,
          "high_lce_t": 6858.0,
          "identity": "chart_digitized_estimate",
          "use_status": "chart_estimate",
          "sample_version": "smm_material_ternary",
          "source_ids": "src_inventory_attribution_a844363df33aaaaa246ac3f5f27896e1",
          "observation_ids": "inventory_history_8ba11ed6bf57568f4a95a0bcbda18076",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf",
          "publication_date": "2026-08-10",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；统计方混署名未解；三元组成用0.381代理"
        }
      ],
      "record_id": "inventory:6079164f427980e0e5a1"
    },
    {
      "series": "cathode",
      "label": "正极成品（LFP＋三元）",
      "segment": "chart_h1|chart_h1",
      "period_label": "2026-03",
      "observation_date": null,
      "plot_date": "2026-03-31",
      "date_basis": "estimated_month_end",
      "native_value": null,
      "native_unit": null,
      "factor_t_lce_per_native_unit": null,
      "lce_t": 34029.3,
      "low_lce_t": 31966.8,
      "high_lce_t": 34339.5,
      "identity": "derived_sum_of_two_inventory_samples",
      "use_status": "display_reference_not_full_cathode_stock",
      "sample_version": "smm_material_lfp|smm_material_ternary",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2;src_inventory_attribution_a844363df33aaaaa246ac3f5f27896e1",
      "observation_ids": "inventory_history_f46c8d1bfe65d65c393b3d62f7ba1e98;inventory_history_eaa9ce8be1f9a99ada231ef30f02d382",
      "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf;周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf",
      "publication_date": null,
      "limitation": "同日期与时间口径的LFP＋三元成品LCE之和；非全部正极库存；保留两项样本、图读及三元来源混署名限制",
      "components": [
        {
          "series": "lfp",
          "label": "LFP成品（厂库样本）",
          "segment": "chart_h1",
          "period_label": "2026-03",
          "observation_date": null,
          "plot_date": "2026-03-31",
          "date_basis": "estimated_month_end",
          "native_value": 114000.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.234,
          "lce_t": 26676.0,
          "low_lce_t": 24804.0,
          "high_lce_t": 26910.0,
          "identity": "chart_digitized_estimate",
          "use_status": "chart_estimate",
          "sample_version": "smm_material_lfp",
          "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
          "observation_ids": "inventory_history_f46c8d1bfe65d65c393b3d62f7ba1e98",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf",
          "publication_date": "2026-08-10",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；与百川量级分歧未解释"
        },
        {
          "series": "ternary",
          "label": "三元成品（来源混署名）",
          "segment": "chart_h1",
          "period_label": "2026-03",
          "observation_date": null,
          "plot_date": "2026-03-31",
          "date_basis": "estimated_month_end",
          "native_value": 19300.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.381,
          "lce_t": 7353.3,
          "low_lce_t": 7162.8,
          "high_lce_t": 7429.5,
          "identity": "chart_digitized_estimate",
          "use_status": "chart_estimate",
          "sample_version": "smm_material_ternary",
          "source_ids": "src_inventory_attribution_a844363df33aaaaa246ac3f5f27896e1",
          "observation_ids": "inventory_history_eaa9ce8be1f9a99ada231ef30f02d382",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf",
          "publication_date": "2026-08-10",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；统计方混署名未解；三元组成用0.381代理"
        }
      ],
      "record_id": "inventory:480eae6464a771113fd7"
    },
    {
      "series": "cathode",
      "label": "正极成品（LFP＋三元）",
      "segment": "chart_h1|chart_h1",
      "period_label": "2026-04",
      "observation_date": null,
      "plot_date": "2026-04-30",
      "date_basis": "estimated_month_end",
      "native_value": null,
      "native_unit": null,
      "factor_t_lce_per_native_unit": null,
      "lce_t": 37463.1,
      "low_lce_t": 35242.8,
      "high_lce_t": 38007.3,
      "identity": "derived_sum_of_two_inventory_samples",
      "use_status": "display_reference_not_full_cathode_stock",
      "sample_version": "smm_material_lfp|smm_material_ternary",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2;src_inventory_attribution_a844363df33aaaaa246ac3f5f27896e1",
      "observation_ids": "inventory_history_47a8f37acf6fcf8dfd0481e7180ba06c;inventory_history_605acc7caf58ab399dd8d66dc3ab7dc1",
      "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf;周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf",
      "publication_date": null,
      "limitation": "同日期与时间口径的LFP＋三元成品LCE之和；非全部正极库存；保留两项样本、图读及三元来源混署名限制",
      "components": [
        {
          "series": "lfp",
          "label": "LFP成品（厂库样本）",
          "segment": "chart_h1",
          "period_label": "2026-04",
          "observation_date": null,
          "plot_date": "2026-04-30",
          "date_basis": "estimated_month_end",
          "native_value": 129000.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.234,
          "lce_t": 30186.0,
          "low_lce_t": 28080.0,
          "high_lce_t": 30654.0,
          "identity": "chart_digitized_estimate",
          "use_status": "chart_estimate",
          "sample_version": "smm_material_lfp",
          "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
          "observation_ids": "inventory_history_47a8f37acf6fcf8dfd0481e7180ba06c",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf",
          "publication_date": "2026-08-10",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；与百川量级分歧未解释"
        },
        {
          "series": "ternary",
          "label": "三元成品（来源混署名）",
          "segment": "chart_h1",
          "period_label": "2026-04",
          "observation_date": null,
          "plot_date": "2026-04-30",
          "date_basis": "estimated_month_end",
          "native_value": 19100.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.381,
          "lce_t": 7277.1,
          "low_lce_t": 7162.8,
          "high_lce_t": 7353.3,
          "identity": "chart_digitized_estimate",
          "use_status": "chart_estimate",
          "sample_version": "smm_material_ternary",
          "source_ids": "src_inventory_attribution_a844363df33aaaaa246ac3f5f27896e1",
          "observation_ids": "inventory_history_605acc7caf58ab399dd8d66dc3ab7dc1",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf",
          "publication_date": "2026-08-10",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；统计方混署名未解；三元组成用0.381代理"
        }
      ],
      "record_id": "inventory:a2b39119cd55f2224a8b"
    },
    {
      "series": "cathode",
      "label": "正极成品（LFP＋三元）",
      "segment": "chart_h1|chart_h1",
      "period_label": "2026-05",
      "observation_date": null,
      "plot_date": "2026-05-31",
      "date_basis": "estimated_month_end",
      "native_value": null,
      "native_unit": null,
      "factor_t_lce_per_native_unit": null,
      "lce_t": 40064.4,
      "low_lce_t": 39482.100000000006,
      "high_lce_t": 40842.6,
      "identity": "derived_sum_of_two_inventory_samples",
      "use_status": "display_reference_not_full_cathode_stock",
      "sample_version": "smm_material_lfp|smm_material_ternary",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2;src_inventory_attribution_a844363df33aaaaa246ac3f5f27896e1",
      "observation_ids": "inventory_history_16c8b389e16e4b22bf570b912740ce80;inventory_history_c7be40eb018d1106ffecb9d6cd0ef51b",
      "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf;周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf",
      "publication_date": null,
      "limitation": "同日期与时间口径的LFP＋三元成品LCE之和；非全部正极库存；保留两项样本、图读及三元来源混署名限制",
      "components": [
        {
          "series": "lfp",
          "label": "LFP成品（厂库样本）",
          "segment": "chart_h1",
          "period_label": "2026-05",
          "observation_date": null,
          "plot_date": "2026-05-31",
          "date_basis": "estimated_month_end",
          "native_value": 138000.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.234,
          "lce_t": 32292.000000000004,
          "low_lce_t": 31824.000000000004,
          "high_lce_t": 32994.0,
          "identity": "chart_digitized_estimate",
          "use_status": "chart_estimate",
          "sample_version": "smm_material_lfp",
          "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
          "observation_ids": "inventory_history_16c8b389e16e4b22bf570b912740ce80",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf",
          "publication_date": "2026-08-10",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；与百川量级分歧未解释"
        },
        {
          "series": "ternary",
          "label": "三元成品（来源混署名）",
          "segment": "chart_h1",
          "period_label": "2026-05",
          "observation_date": null,
          "plot_date": "2026-05-31",
          "date_basis": "estimated_month_end",
          "native_value": 20400.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.381,
          "lce_t": 7772.400000000001,
          "low_lce_t": 7658.1,
          "high_lce_t": 7848.6,
          "identity": "chart_digitized_estimate",
          "use_status": "chart_estimate",
          "sample_version": "smm_material_ternary",
          "source_ids": "src_inventory_attribution_a844363df33aaaaa246ac3f5f27896e1",
          "observation_ids": "inventory_history_c7be40eb018d1106ffecb9d6cd0ef51b",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf",
          "publication_date": "2026-08-10",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；统计方混署名未解；三元组成用0.381代理"
        }
      ],
      "record_id": "inventory:3dcd32a565dd39c27d24"
    },
    {
      "series": "cathode",
      "label": "正极成品（LFP＋三元）",
      "segment": "chart_h1|chart_h1",
      "period_label": "2026-06",
      "observation_date": null,
      "plot_date": "2026-06-30",
      "date_basis": "estimated_month_end",
      "native_value": null,
      "native_unit": null,
      "factor_t_lce_per_native_unit": null,
      "lce_t": 40069.8,
      "low_lce_t": 39487.5,
      "high_lce_t": 40848.0,
      "identity": "derived_sum_of_two_inventory_samples",
      "use_status": "display_reference_not_full_cathode_stock",
      "sample_version": "smm_material_lfp|smm_material_ternary",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2;src_inventory_attribution_a844363df33aaaaa246ac3f5f27896e1",
      "observation_ids": "inventory_history_10dca535bce0858484314d0319c93cb6;inventory_history_fef4eef6e794282c11689d4fa90d0c2a",
      "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf;周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf",
      "publication_date": null,
      "limitation": "同日期与时间口径的LFP＋三元成品LCE之和；非全部正极库存；保留两项样本、图读及三元来源混署名限制",
      "components": [
        {
          "series": "lfp",
          "label": "LFP成品（厂库样本）",
          "segment": "chart_h1",
          "period_label": "2026-06",
          "observation_date": null,
          "plot_date": "2026-06-30",
          "date_basis": "estimated_month_end",
          "native_value": 139000.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.234,
          "lce_t": 32526.000000000004,
          "low_lce_t": 32058.000000000004,
          "high_lce_t": 33228.0,
          "identity": "chart_digitized_estimate",
          "use_status": "chart_estimate",
          "sample_version": "smm_material_lfp",
          "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
          "observation_ids": "inventory_history_10dca535bce0858484314d0319c93cb6",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf",
          "publication_date": "2026-08-10",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；与百川量级分歧未解释"
        },
        {
          "series": "ternary",
          "label": "三元成品（来源混署名）",
          "segment": "chart_h1",
          "period_label": "2026-06",
          "observation_date": null,
          "plot_date": "2026-06-30",
          "date_basis": "estimated_month_end",
          "native_value": 19800.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.381,
          "lce_t": 7543.8,
          "low_lce_t": 7429.5,
          "high_lce_t": 7620.0,
          "identity": "chart_digitized_estimate",
          "use_status": "chart_estimate",
          "sample_version": "smm_material_ternary",
          "source_ids": "src_inventory_attribution_a844363df33aaaaa246ac3f5f27896e1",
          "observation_ids": "inventory_history_fef4eef6e794282c11689d4fa90d0c2a",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf",
          "publication_date": "2026-08-10",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；统计方混署名未解；三元组成用0.381代理"
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      ],
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    },
    {
      "series": "cathode",
      "label": "正极成品（LFP＋三元）",
      "segment": "mixed_week_2026-07-26|mixed_week_2026-07-26",
      "period_label": "2026-07-26",
      "observation_date": null,
      "plot_date": "2026-07-26",
      "date_basis": "report_week",
      "native_value": null,
      "native_unit": null,
      "factor_t_lce_per_native_unit": null,
      "lce_t": 39753.915,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "derived_sum_of_two_inventory_samples",
      "use_status": "display_reference_not_full_cathode_stock",
      "sample_version": "smm_material_lfp|smm_material_ternary",
      "source_ids": "src_inventory_attribution_3bb02316fba82bbcd12b6b795eb543a9;src_inventory_attribution_3bb02316fba82bbcd12b6b795eb543a9",
      "observation_ids": "inventory_history_874700a9f017750c7b1f5f1b4e259bf7;inventory_history_ba7c32da4f076a16e8fa789ec71ddf11",
      "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-07-26_光大期货_碳酸锂周度报告_企稳初显仍需警惕.pdf;周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-07-26_光大期货_碳酸锂周度报告_企稳初显仍需警惕.pdf",
      "publication_date": null,
      "limitation": "同日期与时间口径的LFP＋三元成品LCE之和；非全部正极库存；保留两项样本、图读及三元来源混署名限制",
      "components": [
        {
          "series": "lfp",
          "label": "LFP成品（厂库样本）",
          "segment": "mixed_week_2026-07-26",
          "period_label": "2026-07-26",
          "observation_date": null,
          "plot_date": "2026-07-26",
          "date_basis": "report_week",
          "native_value": 137300.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.234,
          "lce_t": 32128.2,
          "low_lce_t": null,
          "high_lce_t": null,
          "identity": "institution_attributed_numeric",
          "use_status": "conditional_scope",
          "sample_version": "smm_material_lfp",
          "source_ids": "src_inventory_attribution_3bb02316fba82bbcd12b6b795eb543a9",
          "observation_ids": "inventory_history_874700a9f017750c7b1f5f1b4e259bf7",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-07-26_光大期货_碳酸锂周度报告_企稳初显仍需警惕.pdf",
          "publication_date": "2026-07-26",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；与百川量级分歧未解释"
        },
        {
          "series": "ternary",
          "label": "三元成品（来源混署名）",
          "segment": "mixed_week_2026-07-26",
          "period_label": "2026-07-26",
          "observation_date": null,
          "plot_date": "2026-07-26",
          "date_basis": "report_week",
          "native_value": 20015.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.381,
          "lce_t": 7625.715,
          "low_lce_t": null,
          "high_lce_t": null,
          "identity": "institution_attributed_numeric",
          "use_status": "conditional_scope",
          "sample_version": "smm_material_ternary",
          "source_ids": "src_inventory_attribution_3bb02316fba82bbcd12b6b795eb543a9",
          "observation_ids": "inventory_history_ba7c32da4f076a16e8fa789ec71ddf11",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-07-26_光大期货_碳酸锂周度报告_企稳初显仍需警惕.pdf",
          "publication_date": "2026-07-26",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；统计方混署名未解；三元组成用0.381代理"
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      "record_id": "inventory:7db78f1630d5a884dc3d"
    },
    {
      "series": "cathode",
      "label": "正极成品（LFP＋三元）",
      "segment": "dated_weekly|dated_weekly",
      "period_label": "2026-08-06",
      "observation_date": "2026-08-06",
      "plot_date": "2026-08-06",
      "date_basis": "exact_date",
      "native_value": null,
      "native_unit": null,
      "factor_t_lce_per_native_unit": null,
      "lce_t": 39765.69,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "derived_sum_of_two_inventory_samples",
      "use_status": "display_reference_not_full_cathode_stock",
      "sample_version": "smm_material_lfp|smm_material_ternary",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2;src_inventory_attribution_a844363df33aaaaa246ac3f5f27896e1",
      "observation_ids": "inventory_history_13ef29021da4f721212bb1d081a2199a;inventory_history_1dbc0c7a3d0f90f2add6419905e68d16",
      "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf;周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf",
      "publication_date": null,
      "limitation": "同日期与时间口径的LFP＋三元成品LCE之和；非全部正极库存；保留两项样本、图读及三元来源混署名限制",
      "components": [
        {
          "series": "lfp",
          "label": "LFP成品（厂库样本）",
          "segment": "dated_weekly",
          "period_label": "2026-08-06",
          "observation_date": "2026-08-06",
          "plot_date": "2026-08-06",
          "date_basis": "exact_date",
          "native_value": 135600.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.234,
          "lce_t": 31730.4,
          "low_lce_t": null,
          "high_lce_t": null,
          "identity": "institution_attributed_numeric",
          "use_status": "usable_direction",
          "sample_version": "smm_material_lfp",
          "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
          "observation_ids": "inventory_history_13ef29021da4f721212bb1d081a2199a",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf",
          "publication_date": "2026-08-10",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；与百川量级分歧未解释"
        },
        {
          "series": "ternary",
          "label": "三元成品（来源混署名）",
          "segment": "dated_weekly",
          "period_label": "2026-08-06",
          "observation_date": "2026-08-06",
          "plot_date": "2026-08-06",
          "date_basis": "exact_date",
          "native_value": 21090.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.381,
          "lce_t": 8035.29,
          "low_lce_t": null,
          "high_lce_t": null,
          "identity": "institution_attributed_numeric",
          "use_status": "conditional_scope",
          "sample_version": "smm_material_ternary",
          "source_ids": "src_inventory_attribution_a844363df33aaaaa246ac3f5f27896e1",
          "observation_ids": "inventory_history_1dbc0c7a3d0f90f2add6419905e68d16",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf",
          "publication_date": "2026-08-10",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；统计方混署名未解；三元组成用0.381代理"
        }
      ],
      "record_id": "inventory:0e3027b0a08e07003e20"
    },
    {
      "series": "cathode",
      "label": "正极成品（LFP＋三元）",
      "segment": "dated_weekly|dated_weekly",
      "period_label": "2026-08-20",
      "observation_date": "2026-08-20",
      "plot_date": "2026-08-20",
      "date_basis": "exact_date",
      "native_value": null,
      "native_unit": null,
      "factor_t_lce_per_native_unit": null,
      "lce_t": 39725.019,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "derived_sum_of_two_inventory_samples",
      "use_status": "display_reference_not_full_cathode_stock",
      "sample_version": "smm_material_lfp|smm_material_ternary",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2;src_inventory_attribution_a844363df33aaaaa246ac3f5f27896e1",
      "observation_ids": "inventory_history_7ce7d7b73f547af9b4c4c4490a7ac29e;inventory_history_7f18f20acb6421f7594214ca3d27e8b7",
      "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-24_紫金天风期货_碳酸锂周报_反反复复.pdf;周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-24_紫金天风期货_碳酸锂周报_反反复复.pdf",
      "publication_date": null,
      "limitation": "同日期与时间口径的LFP＋三元成品LCE之和；非全部正极库存；保留两项样本、图读及三元来源混署名限制",
      "components": [
        {
          "series": "lfp",
          "label": "LFP成品（厂库样本）",
          "segment": "dated_weekly",
          "period_label": "2026-08-20",
          "observation_date": "2026-08-20",
          "plot_date": "2026-08-20",
          "date_basis": "exact_date",
          "native_value": 134757.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.234,
          "lce_t": 31533.138000000003,
          "low_lce_t": null,
          "high_lce_t": null,
          "identity": "institution_attributed_numeric",
          "use_status": "usable_direction",
          "sample_version": "smm_material_lfp",
          "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
          "observation_ids": "inventory_history_7ce7d7b73f547af9b4c4c4490a7ac29e",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-24_紫金天风期货_碳酸锂周报_反反复复.pdf",
          "publication_date": "2026-08-24",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；与百川量级分歧未解释"
        },
        {
          "series": "ternary",
          "label": "三元成品（来源混署名）",
          "segment": "dated_weekly",
          "period_label": "2026-08-20",
          "observation_date": "2026-08-20",
          "plot_date": "2026-08-20",
          "date_basis": "exact_date",
          "native_value": 21501.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.381,
          "lce_t": 8191.881,
          "low_lce_t": null,
          "high_lce_t": null,
          "identity": "institution_attributed_numeric",
          "use_status": "conditional_scope",
          "sample_version": "smm_material_ternary",
          "source_ids": "src_inventory_attribution_a844363df33aaaaa246ac3f5f27896e1",
          "observation_ids": "inventory_history_7f18f20acb6421f7594214ca3d27e8b7",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-24_紫金天风期货_碳酸锂周报_反反复复.pdf",
          "publication_date": "2026-08-24",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；统计方混署名未解；三元组成用0.381代理"
        }
      ],
      "record_id": "inventory:e21715576e6060b01e1c"
    },
    {
      "series": "cathode",
      "label": "正极成品（LFP＋三元）",
      "segment": "dated_weekly|dated_weekly",
      "period_label": "2026-08-27",
      "observation_date": "2026-08-27",
      "plot_date": "2026-08-27",
      "date_basis": "exact_date",
      "native_value": null,
      "native_unit": null,
      "factor_t_lce_per_native_unit": null,
      "lce_t": 39524.193,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "derived_sum_of_two_inventory_samples",
      "use_status": "display_reference_not_full_cathode_stock",
      "sample_version": "smm_material_lfp|smm_material_ternary",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2;src_inventory_attribution_a844363df33aaaaa246ac3f5f27896e1",
      "observation_ids": "inventory_history_be2cff346a23a38e4384035e439211b7;inventory_history_6facee1f01f55f600d6bde9175a43d7c",
      "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-31_紫金天风期货_碳酸锂周报_关注预期判断的变化情况.pdf;周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-31_紫金天风期货_碳酸锂周报_关注预期判断的变化情况.pdf",
      "publication_date": null,
      "limitation": "同日期与时间口径的LFP＋三元成品LCE之和；非全部正极库存；保留两项样本、图读及三元来源混署名限制",
      "components": [
        {
          "series": "lfp",
          "label": "LFP成品（厂库样本）",
          "segment": "dated_weekly",
          "period_label": "2026-08-27",
          "observation_date": "2026-08-27",
          "plot_date": "2026-08-27",
          "date_basis": "exact_date",
          "native_value": 133508.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.234,
          "lce_t": 31240.872000000003,
          "low_lce_t": null,
          "high_lce_t": null,
          "identity": "institution_attributed_numeric",
          "use_status": "usable_direction",
          "sample_version": "smm_material_lfp",
          "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
          "observation_ids": "inventory_history_be2cff346a23a38e4384035e439211b7",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-31_紫金天风期货_碳酸锂周报_关注预期判断的变化情况.pdf",
          "publication_date": "2026-08-31",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；与百川量级分歧未解释"
        },
        {
          "series": "ternary",
          "label": "三元成品（来源混署名）",
          "segment": "dated_weekly",
          "period_label": "2026-08-27",
          "observation_date": "2026-08-27",
          "plot_date": "2026-08-27",
          "date_basis": "exact_date",
          "native_value": 21741.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.381,
          "lce_t": 8283.321,
          "low_lce_t": null,
          "high_lce_t": null,
          "identity": "institution_attributed_numeric",
          "use_status": "conditional_scope",
          "sample_version": "smm_material_ternary",
          "source_ids": "src_inventory_attribution_a844363df33aaaaa246ac3f5f27896e1",
          "observation_ids": "inventory_history_6facee1f01f55f600d6bde9175a43d7c",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-31_紫金天风期货_碳酸锂周报_关注预期判断的变化情况.pdf",
          "publication_date": "2026-08-31",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；统计方混署名未解；三元组成用0.381代理"
        }
      ],
      "record_id": "inventory:f16fd2703525f0d523d0"
    },
    {
      "series": "cathode",
      "label": "正极成品（LFP＋三元）",
      "segment": "dated_weekly|dated_weekly",
      "period_label": "2026-09-03",
      "observation_date": "2026-09-03",
      "plot_date": "2026-09-03",
      "date_basis": "exact_date",
      "native_value": null,
      "native_unit": null,
      "factor_t_lce_per_native_unit": null,
      "lce_t": 39238.41,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "derived_sum_of_two_inventory_samples",
      "use_status": "display_reference_not_full_cathode_stock",
      "sample_version": "smm_material_lfp|smm_material_ternary",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2;src_inventory_attribution_a844363df33aaaaa246ac3f5f27896e1",
      "observation_ids": "inventory_history_df935b37834193f6299b26f8c222221a;inventory_history_b3825ea09c68445bddf036d78f0af87c",
      "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-09-08_紫金天风期货_碳酸锂周报_静观其变.pdf;周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-09-08_紫金天风期货_碳酸锂周报_静观其变.pdf",
      "publication_date": null,
      "limitation": "同日期与时间口径的LFP＋三元成品LCE之和；非全部正极库存；保留两项样本、图读及三元来源混署名限制",
      "components": [
        {
          "series": "lfp",
          "label": "LFP成品（厂库样本）",
          "segment": "dated_weekly",
          "period_label": "2026-09-03",
          "observation_date": "2026-09-03",
          "plot_date": "2026-09-03",
          "date_basis": "exact_date",
          "native_value": 133135.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.234,
          "lce_t": 31153.59,
          "low_lce_t": null,
          "high_lce_t": null,
          "identity": "institution_attributed_numeric",
          "use_status": "usable_direction",
          "sample_version": "smm_material_lfp",
          "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
          "observation_ids": "inventory_history_df935b37834193f6299b26f8c222221a",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-09-08_紫金天风期货_碳酸锂周报_静观其变.pdf",
          "publication_date": "2026-09-08",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；与百川量级分歧未解释"
        },
        {
          "series": "ternary",
          "label": "三元成品（来源混署名）",
          "segment": "dated_weekly",
          "period_label": "2026-09-03",
          "observation_date": "2026-09-03",
          "plot_date": "2026-09-03",
          "date_basis": "exact_date",
          "native_value": 21220.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.381,
          "lce_t": 8084.82,
          "low_lce_t": null,
          "high_lce_t": null,
          "identity": "institution_attributed_numeric",
          "use_status": "conditional_scope",
          "sample_version": "smm_material_ternary",
          "source_ids": "src_inventory_attribution_a844363df33aaaaa246ac3f5f27896e1",
          "observation_ids": "inventory_history_b3825ea09c68445bddf036d78f0af87c",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-09-08_紫金天风期货_碳酸锂周报_静观其变.pdf",
          "publication_date": "2026-09-08",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；统计方混署名未解；三元组成用0.381代理"
        }
      ],
      "record_id": "inventory:0cccaaef1aee766a172c"
    },
    {
      "series": "cathode",
      "label": "正极成品（LFP＋三元）",
      "segment": "mixed_week_2026-09-20|mixed_week_2026-09-20",
      "period_label": "2026-09-20",
      "observation_date": null,
      "plot_date": "2026-09-20",
      "date_basis": "report_week",
      "native_value": null,
      "native_unit": null,
      "factor_t_lce_per_native_unit": null,
      "lce_t": 38817.279,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "derived_sum_of_two_inventory_samples",
      "use_status": "display_reference_not_full_cathode_stock",
      "sample_version": "smm_material_lfp|smm_material_ternary",
      "source_ids": "src_inventory_attribution_3bb02316fba82bbcd12b6b795eb543a9;src_inventory_attribution_3bb02316fba82bbcd12b6b795eb543a9",
      "observation_ids": "inventory_history_6e3583d978c68625a82aaadd1806ee4c;inventory_history_876d9132b0b6fa66c3f27b3964adbcc7",
      "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-09-20_光大期货_碳酸锂周度报告_强现实被打击弱预期被强化.pdf;周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-09-20_光大期货_碳酸锂周度报告_强现实被打击弱预期被强化.pdf",
      "publication_date": null,
      "limitation": "同日期与时间口径的LFP＋三元成品LCE之和；非全部正极库存；保留两项样本、图读及三元来源混署名限制",
      "components": [
        {
          "series": "lfp",
          "label": "LFP成品（厂库样本）",
          "segment": "mixed_week_2026-09-20",
          "period_label": "2026-09-20",
          "observation_date": null,
          "plot_date": "2026-09-20",
          "date_basis": "report_week",
          "native_value": 132900.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.234,
          "lce_t": 31098.600000000002,
          "low_lce_t": null,
          "high_lce_t": null,
          "identity": "institution_attributed_numeric",
          "use_status": "conditional_scope",
          "sample_version": "smm_material_lfp",
          "source_ids": "src_inventory_attribution_3bb02316fba82bbcd12b6b795eb543a9",
          "observation_ids": "inventory_history_6e3583d978c68625a82aaadd1806ee4c",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-09-20_光大期货_碳酸锂周度报告_强现实被打击弱预期被强化.pdf",
          "publication_date": "2026-09-20",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；与百川量级分歧未解释"
        },
        {
          "series": "ternary",
          "label": "三元成品（来源混署名）",
          "segment": "mixed_week_2026-09-20",
          "period_label": "2026-09-20",
          "observation_date": null,
          "plot_date": "2026-09-20",
          "date_basis": "report_week",
          "native_value": 20259.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.381,
          "lce_t": 7718.679,
          "low_lce_t": null,
          "high_lce_t": null,
          "identity": "institution_attributed_numeric",
          "use_status": "conditional_scope",
          "sample_version": "smm_material_ternary",
          "source_ids": "src_inventory_attribution_3bb02316fba82bbcd12b6b795eb543a9",
          "observation_ids": "inventory_history_876d9132b0b6fa66c3f27b3964adbcc7",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-09-20_光大期货_碳酸锂周度报告_强现实被打击弱预期被强化.pdf",
          "publication_date": "2026-09-20",
          "limitation": "产品所含锂，不加制造损耗；材料厂成品，不含下游持有材料；图读区间非置信区间；统计方混署名未解；三元组成用0.381代理"
        }
      ],
      "record_id": "inventory:6b8573b88e12e8be6de0"
    },
    {
      "series": "cathode",
      "label": "正极成品（LFP＋三元）",
      "segment": "mixed_week_2026-10-11|mixed_week_2026-10-11",
      "period_label": "2026-10-11",
      "observation_date": null,
      "plot_date": "2026-10-11",
      "date_basis": "report_week",
      "native_value": null,
      "native_unit": null,
      "factor_t_lce_per_native_unit": null,
      "lce_t": 38513.088,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "derived_sum_of_two_inventory_samples",
      "use_status": "display_reference_not_full_cathode_stock",
      "sample_version": "mixed_week_2026-10-11|mixed_week_2026-10-11",
      "source_ids": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-10-11_光大期货_碳酸锂周度报告_预期压制.pdf;周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-10-11_光大期货_碳酸锂周度报告_预期压制.pdf",
      "observation_ids": "axis_enrich_lfp_2026-10-11;axis_enrich_ternary_2026-10-11",
      "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-10-11_光大期货_碳酸锂周度报告_预期压制.pdf p21;周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-10-11_光大期货_碳酸锂周度报告_预期压制.pdf p20",
      "publication_date": null,
      "limitation": "同日期与时间口径的LFP＋三元成品LCE之和；非全部正极库存；保留两项样本、图读及三元来源混署名限制",
      "components": [
        {
          "series": "lfp",
          "label": "LFP成品（厂库样本）",
          "segment": "mixed_week_2026-10-11",
          "period_label": "2026-10-11",
          "observation_date": null,
          "plot_date": "2026-10-11",
          "date_basis": "report_week",
          "native_value": 131771,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.234,
          "lce_t": 30834.414,
          "low_lce_t": null,
          "high_lce_t": null,
          "identity": "reported_snapshot",
          "use_status": "research_reference_only_not_formal_fact",
          "sample_version": "mixed_week_2026-10-11",
          "source_ids": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-10-11_光大期货_碳酸锂周度报告_预期压制.pdf",
          "observation_ids": "axis_enrich_lfp_2026-10-11",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-10-11_光大期货_碳酸锂周度报告_预期压制.pdf p21",
          "publication_date": "2026-10-11",
          "limitation": "原报告明确数量，但没有明确库存日；仅按报告周定位，不当10月8日盘点；底层机构混署名，未证明与其他周样本完全一致"
        },
        {
          "series": "ternary",
          "label": "三元成品（来源混署名）",
          "segment": "mixed_week_2026-10-11",
          "period_label": "2026-10-11",
          "observation_date": null,
          "plot_date": "2026-10-11",
          "date_basis": "report_week",
          "native_value": 20154,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.381,
          "lce_t": 7678.674,
          "low_lce_t": null,
          "high_lce_t": null,
          "identity": "reported_snapshot",
          "use_status": "research_reference_only_not_formal_fact",
          "sample_version": "mixed_week_2026-10-11",
          "source_ids": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-10-11_光大期货_碳酸锂周度报告_预期压制.pdf",
          "observation_ids": "axis_enrich_ternary_2026-10-11",
          "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-10-11_光大期货_碳酸锂周度报告_预期压制.pdf p20",
          "publication_date": "2026-10-11",
          "limitation": "原报告明确数量，但没有明确库存日；仅按报告周定位，不当10月8日盘点；底层机构混署名，未证明与其他周样本完全一致"
        }
      ],
      "record_id": "inventory:c24ae7e9316670b9600c"
    },
    {
      "series": "cathode",
      "label": "正极成品（LFP＋三元）",
      "segment": "october_anchor|october_anchor",
      "period_label": "2026-10-15",
      "observation_date": "2026-10-15",
      "plot_date": "2026-10-15",
      "date_basis": "exact_date",
      "native_value": null,
      "native_unit": null,
      "factor_t_lce_per_native_unit": null,
      "lce_t": 38565.246,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "derived_sum_of_two_inventory_samples",
      "use_status": "display_reference_not_full_cathode_stock",
      "sample_version": "smm_lfp_weekly_as_cited|ternary_statistician_unresolved",
      "source_ids": "zijin_tianfeng_lithium_weekly_20261019;zijin_tianfeng_lithium_weekly_20261019",
      "observation_ids": "weekly_20261021_lfp_inventory;weekly_20261021_ternary_inventory",
      "source_locator": "zijin_tianfeng_lithium_weekly_20261019 p18 / mart.weekly_report_updates;zijin_tianfeng_lithium_weekly_20261019 p17 / mart.weekly_report_updates",
      "publication_date": null,
      "limitation": "同日期与时间口径的LFP＋三元成品LCE之和；非全部正极库存；保留两项样本、图读及三元来源混署名限制",
      "components": [
        {
          "series": "lfp",
          "label": "LFP成品（厂库样本）",
          "segment": "october_anchor",
          "period_label": "2026-10-15",
          "observation_date": "2026-10-15",
          "plot_date": "2026-10-15",
          "date_basis": "exact_date",
          "native_value": 132300.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.234,
          "lce_t": 30958.2,
          "low_lce_t": null,
          "high_lce_t": null,
          "identity": "reported_weekly_snapshot",
          "use_status": "accepted_named_reprint",
          "sample_version": "smm_lfp_weekly_as_cited",
          "source_ids": "zijin_tianfeng_lithium_weekly_20261019",
          "observation_ids": "weekly_20261021_lfp_inventory",
          "source_locator": "zijin_tianfeng_lithium_weekly_20261019 p18 / mart.weekly_report_updates",
          "publication_date": "2026-10-19",
          "limitation": "原研究已接收指定用途；新货权含估算；三元来源混署名；材料10月与历史不强行连线"
        },
        {
          "series": "ternary",
          "label": "三元成品（来源混署名）",
          "segment": "october_anchor",
          "period_label": "2026-10-15",
          "observation_date": "2026-10-15",
          "plot_date": "2026-10-15",
          "date_basis": "exact_date",
          "native_value": 19966.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.381,
          "lce_t": 7607.046,
          "low_lce_t": null,
          "high_lce_t": null,
          "identity": "reported_weekly_snapshot",
          "use_status": "accepted_report_candidate_statistician_unresolved",
          "sample_version": "ternary_statistician_unresolved",
          "source_ids": "zijin_tianfeng_lithium_weekly_20261019",
          "observation_ids": "weekly_20261021_ternary_inventory",
          "source_locator": "zijin_tianfeng_lithium_weekly_20261019 p17 / mart.weekly_report_updates",
          "publication_date": "2026-10-19",
          "limitation": "原研究已接收指定用途；新货权含估算；三元来源混署名；材料10月与历史不强行连线"
        }
      ],
      "record_id": "inventory:460f55e116c32d1f6de7"
    },
    {
      "series": "cathode",
      "label": "正极成品（LFP＋三元）",
      "segment": "october_anchor|october_anchor",
      "period_label": "2026-10-22",
      "observation_date": "2026-10-22",
      "plot_date": "2026-10-22",
      "date_basis": "exact_date",
      "native_value": null,
      "native_unit": null,
      "factor_t_lce_per_native_unit": null,
      "lce_t": 39011.388,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "derived_sum_of_two_inventory_samples",
      "use_status": "display_reference_not_full_cathode_stock",
      "sample_version": "smm_lfp_weekly_as_cited|ternary_statistician_unresolved",
      "source_ids": "zijin_tianfeng_lithium_weekly_20261026;zijin_tianfeng_lithium_weekly_20261026",
      "observation_ids": "weekly_20261027_lfp_inventory;weekly_20261027_ternary_inventory",
      "source_locator": "zijin_tianfeng_lithium_weekly_20261026 p10 / mart.weekly_report_updates;zijin_tianfeng_lithium_weekly_20261026 p9 / mart.weekly_report_updates",
      "publication_date": null,
      "limitation": "同日期与时间口径的LFP＋三元成品LCE之和；非全部正极库存；保留两项样本、图读及三元来源混署名限制",
      "components": [
        {
          "series": "lfp",
          "label": "LFP成品（厂库样本）",
          "segment": "october_anchor",
          "period_label": "2026-10-22",
          "observation_date": "2026-10-22",
          "plot_date": "2026-10-22",
          "date_basis": "exact_date",
          "native_value": 134415.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.234,
          "lce_t": 31453.11,
          "low_lce_t": null,
          "high_lce_t": null,
          "identity": "reported_weekly_snapshot",
          "use_status": "accepted_named_reprint",
          "sample_version": "smm_lfp_weekly_as_cited",
          "source_ids": "zijin_tianfeng_lithium_weekly_20261026",
          "observation_ids": "weekly_20261027_lfp_inventory",
          "source_locator": "zijin_tianfeng_lithium_weekly_20261026 p10 / mart.weekly_report_updates",
          "publication_date": "2026-10-26",
          "limitation": "原研究已接收指定用途；新货权含估算；三元来源混署名；材料10月与历史不强行连线"
        },
        {
          "series": "ternary",
          "label": "三元成品（来源混署名）",
          "segment": "october_anchor",
          "period_label": "2026-10-22",
          "observation_date": "2026-10-22",
          "plot_date": "2026-10-22",
          "date_basis": "exact_date",
          "native_value": 19838.0,
          "native_unit": "吨",
          "factor_t_lce_per_native_unit": 0.381,
          "lce_t": 7558.278,
          "low_lce_t": null,
          "high_lce_t": null,
          "identity": "reported_weekly_snapshot",
          "use_status": "accepted_report_candidate_statistician_unresolved",
          "sample_version": "ternary_statistician_unresolved",
          "source_ids": "zijin_tianfeng_lithium_weekly_20261026",
          "observation_ids": "weekly_20261027_ternary_inventory",
          "source_locator": "zijin_tianfeng_lithium_weekly_20261026 p9 / mart.weekly_report_updates",
          "publication_date": "2026-10-26",
          "limitation": "原研究已接收指定用途；新货权含估算；三元来源混署名；材料10月与历史不强行连线"
        }
      ],
      "record_id": "inventory:22d0a026e7d075f39572"
    },
    {
      "series": "lc_new",
      "label": "碳酸锂·新货权范围",
      "segment": "ownership_20260904",
      "period_label": "2026-09-10",
      "observation_date": "2026-09-10",
      "plot_date": "2026-09-10",
      "date_basis": "exact_date",
      "native_value": 164435.0,
      "native_unit": "吨",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 164435.0,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "institution_published_model_estimate",
      "use_status": "usable_direction",
      "sample_version": "smm_lc_ownership",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_2ed9f188fd01910fc64991cf39c3a5d4",
      "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-09-13_光大期货_碳酸锂周度报告_宏观扰动关注现货.pdf",
      "publication_date": "2026-09-13",
      "limitation": "货权含机构估算；不与仓单、分桶再相加",
      "record_id": "inventory:bfea7129a1def8ea3c06"
    },
    {
      "series": "lc_new",
      "label": "碳酸锂·新货权范围",
      "segment": "ownership_20260904",
      "period_label": "2026-09-17",
      "observation_date": "2026-09-17",
      "plot_date": "2026-09-17",
      "date_basis": "exact_date",
      "native_value": 158280.0,
      "native_unit": "吨",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 158280.0,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "institution_published_model_estimate",
      "use_status": "usable_direction",
      "sample_version": "smm_lc_ownership",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_3953d03f828e5c19e595174a915e6f70",
      "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-09-20_光大期货_碳酸锂周度报告_强现实被打击弱预期被强化.pdf",
      "publication_date": "2026-09-20",
      "limitation": "货权含机构估算；不与仓单、分桶再相加",
      "record_id": "inventory:d51be76a91e49b0a0fb5"
    },
    {
      "series": "lc_new",
      "label": "碳酸锂·新货权范围",
      "segment": "ownership_20260904",
      "period_label": "2026-09-24",
      "observation_date": "2026-09-24",
      "plot_date": "2026-09-24",
      "date_basis": "exact_date",
      "native_value": 153041.0,
      "native_unit": "吨",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 153041.0,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "institution_published_model_estimate",
      "use_status": "usable_direction",
      "sample_version": "smm_lc_ownership",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_ea76e9d5b412106d4dd6a173d61519a6",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_regular_history_20261004/mx_search_SMM_2026年9月24日_碳酸锂库存_153041_库存分项.json",
      "publication_date": "2026-09-28",
      "limitation": "货权含机构估算；不与仓单、分桶再相加",
      "record_id": "inventory:d2e8ca641ea78d4f82aa"
    },
    {
      "series": "lc_new",
      "label": "碳酸锂·新货权范围",
      "segment": "ownership_20260904",
      "period_label": "2026-10-01",
      "observation_date": "2026-10-01",
      "plot_date": "2026-10-01",
      "date_basis": "exact_date",
      "native_value": 148777,
      "native_unit": "吨碳酸锂",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 148777,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "named_reprint_institution_estimate",
      "use_status": "accepted_dated_reference",
      "sample_version": null,
      "source_ids": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-10-18_光大期货_碳酸锂周度报告_宏微共振持续走弱.pdf",
      "observation_ids": "smm_new_ownership:2026-10-01:total",
      "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-10-18_光大期货_碳酸锂周度报告_宏微共振持续走弱.pdf p8",
      "publication_date": "2026-10-18",
      "limitation": "既有研究人工核定值；不是本轮正式数据库新增值",
      "record_id": "inventory:1d1a0dee38de77280444"
    },
    {
      "series": "lc_new",
      "label": "碳酸锂·新货权范围",
      "segment": "ownership_20260904",
      "period_label": "2026-10-08",
      "observation_date": "2026-10-08",
      "plot_date": "2026-10-08",
      "date_basis": "exact_date",
      "native_value": 139517,
      "native_unit": "吨碳酸锂",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 139517,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "named_reprint_institution_estimate",
      "use_status": "accepted_dated_reference",
      "sample_version": null,
      "source_ids": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-10-18_光大期货_碳酸锂周度报告_宏微共振持续走弱.pdf",
      "observation_ids": "smm_new_ownership:2026-10-08:total",
      "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-10-18_光大期货_碳酸锂周度报告_宏微共振持续走弱.pdf p8",
      "publication_date": "2026-10-18",
      "limitation": "既有研究人工核定值；不是本轮正式数据库新增值",
      "record_id": "inventory:979ae6978cbe9794c5fb"
    },
    {
      "series": "lc_new",
      "label": "碳酸锂·新货权范围",
      "segment": "ownership_20260904",
      "period_label": "2026-10-15",
      "observation_date": "2026-10-15",
      "plot_date": "2026-10-15",
      "date_basis": "exact_date",
      "native_value": 134372.0,
      "native_unit": "吨",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 134372.0,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "reported_weekly_snapshot",
      "use_status": "accepted_named_reprint",
      "sample_version": "smm_ownership_v20260904",
      "source_ids": "zijin_tianfeng_lithium_weekly_20261019",
      "observation_ids": "weekly_20261021_smm_new_total",
      "source_locator": "zijin_tianfeng_lithium_weekly_20261019 p13 / mart.weekly_report_updates",
      "publication_date": "2026-10-19",
      "limitation": "原研究已接收指定用途；新货权含估算；三元来源混署名；材料10月与历史不强行连线",
      "record_id": "inventory:0b2c03cd6f0c61a4dfe1"
    },
    {
      "series": "lc_new",
      "label": "碳酸锂·新货权范围",
      "segment": "ownership_20260904",
      "period_label": "2026-10-22",
      "observation_date": "2026-10-22",
      "plot_date": "2026-10-22",
      "date_basis": "exact_date",
      "native_value": 130279.0,
      "native_unit": "吨",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 130279.0,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "reported_weekly_snapshot",
      "use_status": "accepted_named_reprint",
      "sample_version": "SMM_new_ownership_sample_20260904_version",
      "source_ids": "zhaoshang_lc_weekly_20261025",
      "observation_ids": "weekly_20261026_smm_new_total",
      "source_locator": "zhaoshang_lc_weekly_20261025 p35 / mart.weekly_report_updates",
      "publication_date": "2026-10-25",
      "limitation": "原研究已接收指定用途；新货权含估算；三元来源混署名；材料10月与历史不强行连线",
      "record_id": "inventory:eeb73440c6af444b8b78"
    },
    {
      "series": "lc_old",
      "label": "碳酸锂·旧月度范围",
      "segment": "old_monthly",
      "period_label": "2026-01",
      "observation_date": null,
      "plot_date": "2026-01-15",
      "date_basis": "monthly_period",
      "native_value": 61270.0,
      "native_unit": "吨",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 61270.0,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "disclosed_numeric",
      "use_status": "usable_direction",
      "sample_version": "smm_lc_monthly",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_5b723ce55f70439f0e950f3eb72ff470",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_institution_extension_20261007/lc_january_month.json",
      "publication_date": "2026-02-12",
      "limitation": "旧月度范围；盐厂＋下游；不连接新货权或其他周样本",
      "record_id": "inventory:ec06e7dbbcf157a669b5"
    },
    {
      "series": "lc_old",
      "label": "碳酸锂·旧月度范围",
      "segment": "old_monthly",
      "period_label": "2026-02",
      "observation_date": null,
      "plot_date": "2026-02-15",
      "date_basis": "monthly_period",
      "native_value": 58353.0,
      "native_unit": "吨",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 58353.0,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "institution_attributed_numeric",
      "use_status": "usable_direction",
      "sample_version": "smm_lc_monthly",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_ad3e6f7542825e1b269171a0d5600a44",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_regular_history_20261004/mx_search_SMM_碳酸锂_2026年2月_库存_吨_冶炼厂_下游.json",
      "publication_date": "2026-03-22",
      "limitation": "旧月度范围；盐厂＋下游；不连接新货权或其他周样本",
      "record_id": "inventory:684d4edb82eaa10ca730"
    },
    {
      "series": "lc_old",
      "label": "碳酸锂·旧月度范围",
      "segment": "old_monthly",
      "period_label": "2026-03",
      "observation_date": null,
      "plot_date": "2026-03-15",
      "date_basis": "monthly_period",
      "native_value": 64795.0,
      "native_unit": "吨",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 64795.0,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "disclosed_numeric",
      "use_status": "usable_direction",
      "sample_version": "smm_lc_monthly",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_d4e284df9eabdc49ead2c31bc0b0ad08",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_regular_history_20261007/cell_mar_exact.json",
      "publication_date": "2026-04-17",
      "limitation": "旧月度范围；盐厂＋下游；不连接新货权或其他周样本",
      "record_id": "inventory:09a563ece0394a8f3b60"
    },
    {
      "series": "lc_old",
      "label": "碳酸锂·旧月度范围",
      "segment": "old_monthly",
      "period_label": "2026-04",
      "observation_date": null,
      "plot_date": "2026-04-15",
      "date_basis": "monthly_period",
      "native_value": 61033.0,
      "native_unit": "吨",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 61033.0,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "institution_attributed_numeric",
      "use_status": "usable_direction",
      "sample_version": "smm_lc_monthly",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_073247887fb5d6e8b8d3e609402ca0d3",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_regular_history_20261004/mx_search_SMM_2026年1月2月3月4月5月_碳酸锂月度库存_冶炼厂_下游.json",
      "publication_date": "2026-06-01",
      "limitation": "旧月度范围；盐厂＋下游；不连接新货权或其他周样本",
      "record_id": "inventory:8354d9d89c889dc0fb7d"
    },
    {
      "series": "lc_old",
      "label": "碳酸锂·旧月度范围",
      "segment": "old_monthly",
      "period_label": "2026-05",
      "observation_date": null,
      "plot_date": "2026-05-15",
      "date_basis": "monthly_period",
      "native_value": 59943.0,
      "native_unit": "吨",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 59943.0,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "disclosed_numeric",
      "use_status": "usable_direction",
      "sample_version": "smm_lc_monthly",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_0730ea4bc8517297d38731aa9034c4da",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_institution_extension_20261007/dongya_jun28.pdf",
      "publication_date": "2026-06-27",
      "limitation": "旧月度范围；盐厂＋下游；不连接新货权或其他周样本",
      "record_id": "inventory:5147e064b55c19338dae"
    },
    {
      "series": "lc_old",
      "label": "碳酸锂·旧月度范围",
      "segment": "old_monthly",
      "period_label": "2026-06",
      "observation_date": null,
      "plot_date": "2026-06-15",
      "date_basis": "monthly_period",
      "native_value": 66937.0,
      "native_unit": "吨",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 66937.0,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "institution_attributed_numeric",
      "use_status": "usable_direction",
      "sample_version": "smm_lc_monthly",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_dc079707718f6e8b80999edfc7a51a07",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_regular_history_20261004/mx_search_SMM_碳酸锂_2026年6月_周度_库存_吨.json",
      "publication_date": "2026-07-27",
      "limitation": "旧月度范围；盐厂＋下游；不连接新货权或其他周样本",
      "record_id": "inventory:b42bfa1f1161df29f85b"
    },
    {
      "series": "lc_old",
      "label": "碳酸锂·旧月度范围",
      "segment": "old_monthly",
      "period_label": "2026-07",
      "observation_date": null,
      "plot_date": "2026-07-15",
      "date_basis": "monthly_period",
      "native_value": 61835.0,
      "native_unit": "吨",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 61835.0,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "institution_attributed_numeric",
      "use_status": "usable_direction",
      "sample_version": "smm_lc_monthly",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_6953f3b76590890bfb33ba83264e6127",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_regular_history_20261004/mx_search_百川盈孚_2026年7月_碳酸锂工厂库存_磷酸铁锂库存_三元库存.json",
      "publication_date": "2026-08-10",
      "limitation": "旧月度范围；盐厂＋下游；不连接新货权或其他周样本",
      "record_id": "inventory:bc2b54225c62af0f2e73"
    },
    {
      "series": "lc_old",
      "label": "碳酸锂·旧月度范围",
      "segment": "old_monthly",
      "period_label": "2026-08",
      "observation_date": null,
      "plot_date": "2026-08-15",
      "date_basis": "monthly_period",
      "native_value": 40528.0,
      "native_unit": "吨",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 40528.0,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "institution_attributed_numeric",
      "use_status": "usable_direction",
      "sample_version": "smm_lc_monthly",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_5c3cf2d217dbd1524a96300fa95936b8",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_regular_history_20261004/mx_search_SMM_2026年8月_碳酸锂月度库存_冶炼厂_下游.json",
      "publication_date": "2026-09-07",
      "limitation": "旧月度范围；盐厂＋下游；不连接新货权或其他周样本",
      "record_id": "inventory:c5567a06bbe11dc4b84c"
    },
    {
      "series": "lh_display",
      "label": "氢氧化锂（标注范围切换）",
      "segment": "lh_old_scope",
      "period_label": "2026-01",
      "observation_date": null,
      "plot_date": "2026-01-15",
      "date_basis": "monthly_chart_category",
      "native_value": 33000.0,
      "native_unit": "吨",
      "factor_t_lce_per_native_unit": 0.8804814108674929,
      "lce_t": 29055.886558627266,
      "low_lce_t": 28175.40514775977,
      "high_lce_t": 29936.367969494757,
      "identity": "chart_digitized_estimate",
      "use_status": "chart_estimate",
      "sample_version": "smm_lh_monthly",
      "source_ids": "src_inventory_attribution_e7c062721dd67fd08d10497766e768fc",
      "observation_ids": "inventory_history_260ccfa1deadc54f439bc82e38dec749",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_institution_followup_20261007/huabao_20260806.pdf",
      "publication_date": "2026-08-06",
      "limitation": "全按一水氢氧化锂；原系列水合状态尚未核定；无水口径折算约1.543，须先核身份再采用",
      "source_series": "lh",
      "record_id": "inventory:85c36cb867b204d8c0b3"
    },
    {
      "series": "lh_display",
      "label": "氢氧化锂（标注范围切换）",
      "segment": "lh_old_scope",
      "period_label": "2026-02",
      "observation_date": null,
      "plot_date": "2026-02-15",
      "date_basis": "monthly_period",
      "native_value": 30805.0,
      "native_unit": "吨",
      "factor_t_lce_per_native_unit": 0.8804814108674929,
      "lce_t": 27123.229861773118,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "disclosed_numeric",
      "use_status": "usable_direction",
      "sample_version": "smm_lh_monthly",
      "source_ids": "src_inventory_attribution_e7c062721dd67fd08d10497766e768fc",
      "observation_ids": "inventory_history_736d1e6248d5fc4baea3eafae9a9ba02",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_institution_extension_20261007/huabao_mar.pdf",
      "publication_date": "2026-03-05",
      "limitation": "全按一水氢氧化锂；原系列水合状态尚未核定；无水口径折算约1.543，须先核身份再采用",
      "source_series": "lh",
      "record_id": "inventory:3bb7c9cba6a1ced9302b"
    },
    {
      "series": "lh_display",
      "label": "氢氧化锂（标注范围切换）",
      "segment": "lh_old_scope",
      "period_label": "2026-03",
      "observation_date": null,
      "plot_date": "2026-03-15",
      "date_basis": "monthly_chart_category",
      "native_value": 32500.0,
      "native_unit": "吨",
      "factor_t_lce_per_native_unit": 0.8804814108674929,
      "lce_t": 28615.645853193517,
      "low_lce_t": 27735.164442326026,
      "high_lce_t": 29496.12726406101,
      "identity": "chart_digitized_estimate",
      "use_status": "chart_estimate",
      "sample_version": "smm_lh_monthly",
      "source_ids": "src_inventory_attribution_e7c062721dd67fd08d10497766e768fc",
      "observation_ids": "inventory_history_add73767371c44964873e8cfa200f066",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_institution_followup_20261007/huabao_20260806.pdf",
      "publication_date": "2026-08-06",
      "limitation": "全按一水氢氧化锂；原系列水合状态尚未核定；无水口径折算约1.543，须先核身份再采用",
      "source_series": "lh",
      "record_id": "inventory:2882626c91ebf3980bbb"
    },
    {
      "series": "lh_display",
      "label": "氢氧化锂（标注范围切换）",
      "segment": "lh_old_scope",
      "period_label": "2026-04",
      "observation_date": null,
      "plot_date": "2026-04-15",
      "date_basis": "monthly_chart_category",
      "native_value": 34500.0,
      "native_unit": "吨",
      "factor_t_lce_per_native_unit": 0.8804814108674929,
      "lce_t": 30376.608674928506,
      "low_lce_t": 29496.12726406101,
      "high_lce_t": 31257.090085795997,
      "identity": "chart_digitized_estimate",
      "use_status": "chart_estimate",
      "sample_version": "smm_lh_monthly",
      "source_ids": "src_inventory_attribution_e7c062721dd67fd08d10497766e768fc",
      "observation_ids": "inventory_history_65e9d5702d56abe569cf25cd1d4c4d1d",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_institution_followup_20261007/huabao_20260806.pdf",
      "publication_date": "2026-08-06",
      "limitation": "全按一水氢氧化锂；原系列水合状态尚未核定；无水口径折算约1.543，须先核身份再采用",
      "source_series": "lh",
      "record_id": "inventory:c886cfb2a92166521809"
    },
    {
      "series": "lh_display",
      "label": "氢氧化锂（标注范围切换）",
      "segment": "lh_new_scope",
      "period_label": "2026-05-21",
      "observation_date": "2026-05-21",
      "plot_date": "2026-05-21",
      "date_basis": "chart_label_date",
      "native_value": 42400,
      "native_unit": "吨",
      "factor_t_lce_per_native_unit": 0.8804814108674929,
      "lce_t": 37332.4118207817,
      "low_lce_t": 37156.3155386082,
      "high_lce_t": 37508.508102955195,
      "identity": "chart_vector_estimate",
      "use_status": "research_reference_only_not_formal_fact",
      "sample_version": "lh_weekly_three_holders",
      "source_ids": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_lce_axis_enrichment_20261028/huatai_lh_whitepaper_20261027.pdf",
      "observation_ids": "axis_enrich_lh_weekly_2026-05-21",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_lce_axis_enrichment_20261028/huatai_lh_whitepaper_20261027.pdf p18",
      "publication_date": "2026-10-26",
      "limitation": "SMM周度上游＋下游＋其他；独立于旧月度上游＋下游，不拼接；原报告按单水产品讨论，作为一水物换算参照；图读范围非置信区间",
      "source_series": "lh_weekly",
      "record_id": "inventory:43221ca3986e5c4fd102"
    },
    {
      "series": "lh_display",
      "label": "氢氧化锂（标注范围切换）",
      "segment": "lh_new_scope",
      "period_label": "2026-06-25",
      "observation_date": "2026-06-25",
      "plot_date": "2026-06-25",
      "date_basis": "chart_label_date",
      "native_value": 40400,
      "native_unit": "吨",
      "factor_t_lce_per_native_unit": 0.8804814108674929,
      "lce_t": 35571.44899904671,
      "low_lce_t": 35395.35271687321,
      "high_lce_t": 35747.54528122021,
      "identity": "chart_vector_estimate",
      "use_status": "research_reference_only_not_formal_fact",
      "sample_version": "lh_weekly_three_holders",
      "source_ids": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_lce_axis_enrichment_20261028/huatai_lh_whitepaper_20261027.pdf",
      "observation_ids": "axis_enrich_lh_weekly_2026-06-25",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_lce_axis_enrichment_20261028/huatai_lh_whitepaper_20261027.pdf p18",
      "publication_date": "2026-10-26",
      "limitation": "SMM周度上游＋下游＋其他；独立于旧月度上游＋下游，不拼接；原报告按单水产品讨论，作为一水物换算参照；图读范围非置信区间",
      "source_series": "lh_weekly",
      "record_id": "inventory:d2c1ce4b498e3bbaa54f"
    },
    {
      "series": "lh_display",
      "label": "氢氧化锂（标注范围切换）",
      "segment": "lh_new_scope",
      "period_label": "2026-07-30",
      "observation_date": "2026-07-30",
      "plot_date": "2026-07-30",
      "date_basis": "chart_label_date",
      "native_value": 39600,
      "native_unit": "吨",
      "factor_t_lce_per_native_unit": 0.8804814108674929,
      "lce_t": 34867.063870352715,
      "low_lce_t": 34690.96758817922,
      "high_lce_t": 35043.160152526216,
      "identity": "chart_vector_estimate",
      "use_status": "research_reference_only_not_formal_fact",
      "sample_version": "lh_weekly_three_holders",
      "source_ids": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_lce_axis_enrichment_20261028/huatai_lh_whitepaper_20261027.pdf",
      "observation_ids": "axis_enrich_lh_weekly_2026-07-30",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_lce_axis_enrichment_20261028/huatai_lh_whitepaper_20261027.pdf p18",
      "publication_date": "2026-10-26",
      "limitation": "SMM周度上游＋下游＋其他；独立于旧月度上游＋下游，不拼接；原报告按单水产品讨论，作为一水物换算参照；图读范围非置信区间",
      "source_series": "lh_weekly",
      "record_id": "inventory:eb5f02a698b65a5fc982"
    },
    {
      "series": "lh_display",
      "label": "氢氧化锂（标注范围切换）",
      "segment": "lh_new_scope",
      "period_label": "2026-09-03",
      "observation_date": "2026-09-03",
      "plot_date": "2026-09-03",
      "date_basis": "chart_label_date",
      "native_value": 39100,
      "native_unit": "吨",
      "factor_t_lce_per_native_unit": 0.8804814108674929,
      "lce_t": 34426.82316491897,
      "low_lce_t": 34250.726882745475,
      "high_lce_t": 34602.91944709247,
      "identity": "chart_vector_estimate",
      "use_status": "research_reference_only_not_formal_fact",
      "sample_version": "lh_weekly_three_holders",
      "source_ids": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_lce_axis_enrichment_20261028/huatai_lh_whitepaper_20261027.pdf",
      "observation_ids": "axis_enrich_lh_weekly_2026-09-03",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_lce_axis_enrichment_20261028/huatai_lh_whitepaper_20261027.pdf p18",
      "publication_date": "2026-10-26",
      "limitation": "SMM周度上游＋下游＋其他；独立于旧月度上游＋下游，不拼接；原报告按单水产品讨论，作为一水物换算参照；图读范围非置信区间",
      "source_series": "lh_weekly",
      "record_id": "inventory:925b83d3b2ce826986c4"
    },
    {
      "series": "lh_display",
      "label": "氢氧化锂（标注范围切换）",
      "segment": "lh_new_scope",
      "period_label": "2026-10-01",
      "observation_date": "2026-10-01",
      "plot_date": "2026-10-01",
      "date_basis": "exact_date",
      "native_value": 41000,
      "native_unit": "吨",
      "factor_t_lce_per_native_unit": 0.8804814108674929,
      "lce_t": 36099.73784556721,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "reported_rounded_snapshot",
      "use_status": "research_reference_only_not_formal_fact",
      "sample_version": "lh_weekly_three_holders",
      "source_ids": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_lce_axis_enrichment_20261028/huatai_lh_whitepaper_20261027.pdf",
      "observation_ids": "axis_enrich_lh_weekly_2026-10-01",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_lce_axis_enrichment_20261028/huatai_lh_whitepaper_20261027.pdf p18",
      "publication_date": "2026-10-26",
      "limitation": "SMM周度上游＋下游＋其他；独立于旧月度上游＋下游，不拼接；原报告按单水产品讨论，作为一水物换算参照；图读范围非置信区间",
      "source_series": "lh_weekly",
      "record_id": "inventory:ff283fedb9124de618ce"
    },
    {
      "series": "ore",
      "label": "盐厂原料（报告LCE，范围待核）",
      "segment": "saltplant_reported",
      "period_label": "2026-01",
      "observation_date": null,
      "plot_date": "2026-01-15",
      "date_basis": "monthly_period",
      "native_value": 113191.0,
      "native_unit": "吨LCE",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 113191.0,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "derived_from_reported_monthly_change",
      "use_status": "conditional_scope",
      "sample_version": "smm_ore_lce",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_228caa09107eeec78936fddd11b156fd",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_institution_extension_20261007/ore_january_feb_lce.json",
      "publication_date": "2026-03-09",
      "limitation": "原报告已写LCE，但原折算是否含回收率及矿种/地域/样本尚未核清，先原样展示为参照；1月为环比倒推；盐厂持有原料，不是矿山库存总量",
      "record_id": "inventory:2f33a8afcef26a01805d"
    },
    {
      "series": "ore",
      "label": "盐厂原料（报告LCE，范围待核）",
      "segment": "saltplant_reported",
      "period_label": "2026-02",
      "observation_date": null,
      "plot_date": "2026-02-15",
      "date_basis": "monthly_period",
      "native_value": 113938.0,
      "native_unit": "吨LCE",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 113938.0,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "disclosed_numeric",
      "use_status": "usable_direction",
      "sample_version": "smm_ore_lce",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_2022d59899e4608191496b418babe44f",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_institution_extension_20261007/ore_january_feb_lce.json",
      "publication_date": "2026-03-09",
      "limitation": "原报告已写LCE，但原折算是否含回收率及矿种/地域/样本尚未核清，先原样展示为参照；1月为环比倒推；盐厂持有原料，不是矿山库存总量",
      "record_id": "inventory:9153c1e7c09bfa90093b"
    },
    {
      "series": "ore",
      "label": "盐厂原料（报告LCE，范围待核）",
      "segment": "saltplant_reported",
      "period_label": "2026-03",
      "observation_date": null,
      "plot_date": "2026-03-15",
      "date_basis": "monthly_period",
      "native_value": 129010.0,
      "native_unit": "吨LCE",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 129010.0,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "disclosed_numeric",
      "use_status": "usable_direction",
      "sample_version": "smm_ore_lce",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_1860af6730ec1eb81505aceedc4b5a3a",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_institution_extension_20261007/ore_early_lce.json",
      "publication_date": "2026-04-13",
      "limitation": "原报告已写LCE，但原折算是否含回收率及矿种/地域/样本尚未核清，先原样展示为参照；1月为环比倒推；盐厂持有原料，不是矿山库存总量",
      "record_id": "inventory:3b814b8edeee8dbb1323"
    },
    {
      "series": "ore",
      "label": "盐厂原料（报告LCE，范围待核）",
      "segment": "saltplant_reported",
      "period_label": "2026-04",
      "observation_date": null,
      "plot_date": "2026-04-15",
      "date_basis": "monthly_period",
      "native_value": 138416.0,
      "native_unit": "吨LCE",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 138416.0,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "disclosed_numeric",
      "use_status": "usable_direction",
      "sample_version": "smm_ore_lce",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_b1fdfe5cf6e0133d8e6d1aa7d26a1518",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_institution_extension_20261007/ore_early_lce.json",
      "publication_date": "2026-05-11",
      "limitation": "原报告已写LCE，但原折算是否含回收率及矿种/地域/样本尚未核清，先原样展示为参照；1月为环比倒推；盐厂持有原料，不是矿山库存总量",
      "record_id": "inventory:de59d6689704d697b1d5"
    },
    {
      "series": "ore",
      "label": "盐厂原料（报告LCE，范围待核）",
      "segment": "saltplant_reported",
      "period_label": "2026-05",
      "observation_date": null,
      "plot_date": "2026-05-15",
      "date_basis": "monthly_period",
      "native_value": 137177.0,
      "native_unit": "吨LCE",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 137177.0,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "disclosed_numeric",
      "use_status": "usable_direction",
      "sample_version": "smm_ore_lce",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_fb4a78dc89421705759d6cc6887a988c",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_institution_extension_20261007/ore_early_lce.json",
      "publication_date": "2026-06-30",
      "limitation": "原报告已写LCE，但原折算是否含回收率及矿种/地域/样本尚未核清，先原样展示为参照；1月为环比倒推；盐厂持有原料，不是矿山库存总量",
      "record_id": "inventory:0277cd902d87ffdc4d7d"
    },
    {
      "series": "ore",
      "label": "盐厂原料（报告LCE，范围待核）",
      "segment": "saltplant_reported",
      "period_label": "2026-06",
      "observation_date": null,
      "plot_date": "2026-06-15",
      "date_basis": "monthly_period",
      "native_value": 132984.0,
      "native_unit": "吨LCE",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 132984.0,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "disclosed_numeric",
      "use_status": "usable_direction",
      "sample_version": "smm_ore_lce",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_8d4fe739c734b4a00226f34965cfd90c",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_institution_gapfill_20261007/ownership_series_entry.json",
      "publication_date": "2026-07-07",
      "limitation": "原报告已写LCE，但原折算是否含回收率及矿种/地域/样本尚未核清，先原样展示为参照；1月为环比倒推；盐厂持有原料，不是矿山库存总量",
      "record_id": "inventory:0b396f017012cf16b4cd"
    },
    {
      "series": "ore",
      "label": "盐厂原料（报告LCE，范围待核）",
      "segment": "saltplant_reported",
      "period_label": "2026-07",
      "observation_date": null,
      "plot_date": "2026-07-15",
      "date_basis": "monthly_period",
      "native_value": 134005.0,
      "native_unit": "吨LCE",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 134005.0,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "institution_attributed_numeric",
      "use_status": "usable_direction",
      "sample_version": "smm_ore_lce",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_7b96d2242aceda7ef3d0652bba72aaf3",
      "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-08-10_紫金天风期货_碳酸锂周报_供应扰动不散.pdf",
      "publication_date": "2026-08-10",
      "limitation": "原报告已写LCE，但原折算是否含回收率及矿种/地域/样本尚未核清，先原样展示为参照；1月为环比倒推；盐厂持有原料，不是矿山库存总量",
      "record_id": "inventory:96b7821847fa95bc994a"
    },
    {
      "series": "ore",
      "label": "盐厂原料（报告LCE，范围待核）",
      "segment": "saltplant_reported",
      "period_label": "2026-08",
      "observation_date": null,
      "plot_date": "2026-08-15",
      "date_basis": "monthly_period",
      "native_value": 135766.0,
      "native_unit": "吨LCE",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 135766.0,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "disclosed_numeric",
      "use_status": "usable_direction",
      "sample_version": "smm_ore_lce",
      "source_ids": "src_inventory_attribution_2e4fbe87380b7fea50ee7e7a76303ff2",
      "observation_ids": "inventory_history_a534c0cdeab9c08759c1ad6534da9923",
      "source_locator": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_institution_followup_20261007/plant_sep.json",
      "publication_date": "2026-09-08",
      "limitation": "原报告已写LCE，但原折算是否含回收率及矿种/地域/样本尚未核清，先原样展示为参照；1月为环比倒推；盐厂持有原料，不是矿山库存总量",
      "record_id": "inventory:23507cc791350a189e23"
    },
    {
      "series": "ore",
      "label": "盐厂原料（报告LCE，范围待核）",
      "segment": "saltplant_reported",
      "period_label": "2026-09",
      "observation_date": null,
      "plot_date": "2026-09-15",
      "date_basis": "monthly_period",
      "native_value": 128552,
      "native_unit": "吨LCE",
      "factor_t_lce_per_native_unit": 1,
      "lce_t": 128552,
      "low_lce_t": null,
      "high_lce_t": null,
      "identity": "reported_snapshot",
      "use_status": "research_reference_only_not_formal_fact",
      "sample_version": "saltplant_reported",
      "source_ids": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-10-19_紫金天风期货_碳酸锂周报_关注现货支撑力度.pdf",
      "observation_ids": "axis_enrich_ore_2026-09",
      "source_locator": "周期研究燃料库/01-原始资料/锂矿/券商研报/2026/2026-10-19_紫金天风期货_碳酸锂周报_关注现货支撑力度.pdf p9",
      "publication_date": "2026-10-19",
      "limitation": "原报告折LCE；盐厂原料样本；原换算与覆盖范围尚未核定；不是矿山总量",
      "record_id": "inventory:a33432f73665c9f152dd"
    }
  ],
  "gaps": [
    {
      "series": "lh_display",
      "from": "2026-04",
      "to": "2026-05-21",
      "role": "visual_only_not_observations"
    },
    {
      "series": "cathode",
      "from": "2026-06",
      "to": "2026-07-26",
      "role": "visual_only_not_observations"
    },
    {
      "series": "cathode",
      "from": "2026-07-26",
      "to": "2026-08-06",
      "role": "visual_only_not_observations"
    },
    {
      "series": "cathode",
      "from": "2026-09-03",
      "to": "2026-09-20",
      "role": "visual_only_not_observations"
    },
    {
      "series": "cathode",
      "from": "2026-09-20",
      "to": "2026-10-11",
      "role": "visual_only_not_observations"
    },
    {
      "series": "cathode",
      "from": "2026-10-11",
      "to": "2026-10-15",
      "role": "visual_only_not_observations"
    }
  ],
  "source_links": {
    "来源核查/资源与原料综合验收记录.md#resource-integration": "evidence/source-3458cf7e0b-资源与原料综合验收记录.md",
    "inputs/inventory_recent_evidence_intake.json": "evidence/source-b58c6c1d02-inventory_recent_evidence_intake.json",
    "来源核查/路线三扩展试算结果记录.md": "evidence/source-a0d1f4cd62-路线三扩展试算结果记录.md",
    "来源核查/路线四全链首轮试算结果记录.md": "evidence/source-6511119444-路线四全链首轮试算结果记录.md",
    "来源核查/企业库存披露核查记录.md#company-operating-resource-salts": "evidence/source-b19a4b8034-企业库存披露核查记录.md",
    "outputs/recent_cross_chain_recalculation_20261022/result.json": "evidence/source-07719c474f-result.json",
    "inputs/recent_cross_chain_recalculation.json": "evidence/source-952da943ec-recent_cross_chain_recalculation.json",
    "来源核查/企业库存披露核查记录.md#company-operating-context-application": "evidence/source-b19a4b8034-企业库存披露核查记录.md",
    "全链库存观察与推论研究.md#battery-population-review-20261026": "evidence/source-600a1ac70e-全链库存观察与推论研究.md",
    "来源核查/企业库存披露核查记录.md#company-delivery-revision-20261026": "evidence/source-b19a4b8034-企业库存披露核查记录.md",
    "来源核查/终端及等待综合验收记录.md#battery-terminal-joint-reading": "evidence/source-f646953505-终端及等待综合验收记录.md",
    "reference_inputs/recent_cross_chain_recalculation_20261022/result.json": "evidence/source-07719c474f-result.json"
  },
  "targeted_review": {
    "schema": "prj007_targeted_inventory_freshness_review.v1",
    "review_date": "2026-10-29",
    "cutoff": "2026-10-29; source publication dates checked separately from observation dates",
    "scope": "battery September dating, LH post-Oct1, saltplant ore after September; finite public search and existing/new report checks",
    "owner_entry": "PRJ-007 / 来源核查/库存同轴LCE序列试算记录.md#targeted-refresh-20261029",
    "governance": "GOV 1.3; research evidence review only; no DB ingestion, forecast parameters or workbench mutation",
    "target_decisions": [
      {
        "target": "battery",
        "latest_usable_period": "2026-08",
        "main_chart_new_points": 0,
        "status": "dating_conflict_unresolved",
        "evidence": "Oct19 report p23 says Aug: LFP169.2 and ternary59.1GWh. New Oct28-indexed/Oct26-cover 25-page version p23 says Sep for identical numbers/growth, while usage split32.6/195.7 still Aug. Same author/week, not independent confirmation. Huabao Oct26 p38 mixes Sep production with Aug shipments and omits inventory period; Wh unit typo; no new dating.",
        "adoption": "retain Aug; no copied Sep value, ratio-to-volume substitution or production-sales-as-stock",
        "trigger": "independent same-scope Sep physical quantity or explicit source correction"
      },
      {
        "target": "lh_display",
        "latest_usable_period": "2026-10-01",
        "main_chart_new_points": 0,
        "status": "public_numeric_gap_but_reporting_capability_confirmed",
        "evidence": "SMM official notice: weekly Thu15:00, upper/lower/other. Huatai whitepaper latest explicit point remains Oct1 total41000t. Guolian Oct25 names Oct19-23 window: control stocks/cautious spot buying and continued contract deliveries, no new stock tonnage.",
        "adoption": "qualitative context usable for its stated window; does not establish post-Oct1 increase/decrease or extend quantitative line",
        "trigger": "public weekly numeric table, named report with dates and all holders, or source revision; no paid subscription"
      },
      {
        "target": "ore",
        "latest_usable_period": "2026-09",
        "main_chart_new_points": 0,
        "status": "monthly_latest_reconfirmed_and_object_narrowed",
        "value_t_lce": 128552,
        "change_t_lce": -7214,
        "evidence": "Newly fetched Zijin Oct26-cover/Oct28-indexed full report p9 repeats September sample. Label explicitly lithium-ore inventory held by saltplants, not all feedstocks.",
        "adoption": "scope label should say saltplant lithium-ore feedstock; mineral/geography/sample/grade/yield conversion still unconfirmed; cannot extrapolate Oct",
        "trigger": "next explicit month for same series; no common6% grade proxy"
      }
    ],
    "supplementary_findings": [
      {
        "id": "mysteel_lc_20261028",
        "identity": "named_reprint_institution_inventory",
        "source": "huatai_daily_20261029.pdf p1",
        "observation_date": "2026-10-28",
        "previous_date_as_reported": "2026-10-21",
        "product": "lithium carbonate",
        "native_unit": "t_product",
        "total": 96160,
        "change": -3120,
        "buckets": {
          "saltplant": 20250,
          "trade": 34060,
          "material_terminal": 41850
        },
        "bucket_changes": {
          "saltplant": -1150,
          "trade": 280,
          "material_terminal": -2250
        },
        "adoption": "usable research side evidence for named207-sample and stated week; no replacement/splice into SMM or automatic redate of prior research"
      },
      {
        "id": "mysteel_external_ore_sep",
        "identity": "named_reprint_institution_inventory",
        "source": "zijin_indexed_20261028.pdf p9",
        "period": "2026-09",
        "native_unit": "ten_thousand_t_ore",
        "total": 43.5,
        "plant": 34.2,
        "in_transit": 9.3,
        "adoption": "raw-tonne stock-location context; not same scope as SMM LCE and not convertible without same-pool grade",
        "issue": "printed total change -5.5 tonnes conflicts with plant -6.0 and in-transit +0.5 ten-thousand-tonne changes; retain exact stock figures, do not adopt the total delta unit",
        "already_in_database": "435000t total, 19-saltplant sample; factory/transit remain null in formal public fragment. This review adds named-reprint split, not first total."
      },
      {
        "id": "lc_monthly_sep_summary_lead",
        "identity": "third_party_AI_summary_candidate",
        "source": "https://reportify.cn/reports/1313143527898746880",
        "publisher_as_attributed": "广发期货",
        "publication_date": "2026-10-29",
        "candidate_period": "2026-09",
        "candidate_total_t": 47066,
        "candidate_downstream_t": 40643,
        "candidate_refinery_t": 6423,
        "adoption": "not adopted or plotted: original data page and monthly definition not retrieved; candidate suggests old monthly series may continue; main chart old-series cutoff is a display choice, not proof no release"
      },
      {
        "id": "aggregate_29625_wrong_object",
        "identity": "excluded_search_lead",
        "source": "aggregate_lh_lead.html",
        "reason": "29625tLCE belongs to trader ore inventory, not LH. Aggregate dashboard no independent original proof; not adopted"
      }
    ],
    "source_receipts": [
      {
        "file": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_lce_axis_enrichment_20261028/targeted_refresh_20261029/huatai_daily_20261029.pdf",
        "sha256": "f8f932368755029fa6745e6a5cddc5251bdf266bb75c7835559d21b7c1aa0348",
        "role": "verified_source_or_named_reprint"
      },
      {
        "file": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_lce_axis_enrichment_20261028/targeted_refresh_20261029/zijin_indexed_20261028.pdf",
        "sha256": "aa54ce42fbe1bd8cb53e87d8978bb4c442ac19d49fa65f50875ed1311bcb6ccd",
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      {
        "file": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_lce_axis_enrichment_20261028/targeted_refresh_20261029/huabao_weekly_20261026.pdf",
        "sha256": "8c0e1944980f004b175e6434cdae4e6ed4c174c609cc8dc8f21ca0adbad00341",
        "role": "verified_source_or_named_reprint"
      },
      {
        "file": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_lce_axis_enrichment_20261028/targeted_refresh_20261029/smm_lh_weekly_notice.html",
        "sha256": "437bfa885589f100ae871fb007f08d39182ad8694abaad32825913d9b06b4534",
        "role": "verified_source_or_named_reprint"
      },
      {
        "file": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_lce_axis_enrichment_20261028/targeted_refresh_20261029/guolian_lh_week_20261025.html",
        "sha256": "ad636cf9e2a2a492f9412208ec3b328001e92f73fd7ee1dd9bafc9765780e5f5",
        "role": "verified_source_or_named_reprint"
      },
      {
        "file": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_lce_axis_enrichment_20261028/targeted_refresh_20261029/reportify_lc_monthly_lead.html",
        "sha256": "8edec0ebc050b46f0bbc4237311eb75175e7bf5daa1afb7fadddfd3d6eee6fef",
        "role": "third_party_summary_candidate_only"
      }
    ],
    "search_coverage": {
      "mx_queries": 12,
      "mx_returned_total": 81,
      "mx": [
        {
          "file": "battery_1026_independent_lead_mx.json",
          "api_status": 0,
          "returned_items": 12,
          "query": null,
          "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded"
        },
        {
          "file": "battery_independent_mx.json",
          "api_status": 0,
          "returned_items": 0,
          "query": null,
          "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded"
        },
        {
          "file": "battery_sep_mx.json",
          "api_status": 0,
          "returned_items": 12,
          "query": null,
          "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded"
        },
        {
          "file": "battery_smm_mx.json",
          "api_status": 0,
          "returned_items": 12,
          "query": null,
          "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded"
        },
        {
          "file": "lc_sep_old_lead_mx.json",
          "api_status": 0,
          "returned_items": 0,
          "query": null,
          "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded"
        },
        {
          "file": "lh_month_sep_mx.json",
          "api_status": 0,
          "returned_items": 0,
          "query": null,
          "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded"
        },
        {
          "file": "lh_oct23_lead_mx.json",
          "api_status": 0,
          "returned_items": 15,
          "query": null,
          "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded"
        },
        {
          "file": "lh_oct_mx.json",
          "api_status": 0,
          "returned_items": 0,
          "query": null,
          "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded"
        },
        {
          "file": "lh_week_later_mx.json",
          "api_status": 0,
          "returned_items": 15,
          "query": null,
          "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded"
        },
        {
          "file": "raw_oct_lce_mx.json",
          "api_status": 0,
          "returned_items": 0,
          "query": null,
          "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded"
        },
        {
          "file": "raw_sep_definition_mx.json",
          "api_status": 0,
          "returned_items": 0,
          "query": null,
          "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded"
        },
        {
          "file": "raw_sep_oct_mx.json",
          "api_status": 0,
          "returned_items": 15,
          "query": null,
          "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded"
        }
      ],
      "web_response_files": [
        "prj007_web_leads.json",
        "prj007_web_sources_a.json",
        "prj007_web_sources_b.json",
        "prj007_web_targeted_b.json",
        "prj007_web_targeted_c.json",
        "prj007_web_targeted_d.json",
        "prj007_web_targeted_e.json",
        "prj007_web_targeted_f.json"
      ]
    },
    "access_notes": [
      "Initial web transport failed, later calls succeeded; PDF web-reader failed but direct public PDF fetch succeeded and pages were rendered.",
      "SMM notice HTML was gzip-encoded; decoded and official text verified; not a paywall.",
      "Reportify original PDF unavailable in inspected page; retrieved summary remains candidate.",
      "Some searches returned no items; not evidence of no disclosure."
    ],
    "completion": "finite targeted review complete; three primary chart endpoints unchanged; supplementary evidence recorded; database/workbench not updated",
    "preserved_files": {
      "锂矿周期研究/00项目管理/01_PRJ_有限期项目/PRJ-007_库存连续性与公司库存压力验证/inputs/lce_inventory_axis_trial.json": "4a8ed907aa40bcf29f6abbc514efa7a33e83e8310c802f02983f04cf1e814cfa",
      "锂矿周期研究/00项目管理/01_PRJ_有限期项目/PRJ-007_库存连续性与公司库存压力验证/outputs/lce_inventory_axis_trial_20261028/points.csv": "3ae83367251896d5bf8774ef72363d712226e3ce928b121badf02b1b644027e2",
      "锂矿周期研究/00项目管理/01_PRJ_有限期项目/PRJ-007_库存连续性与公司库存压力验证/outputs/lce_inventory_axis_trial_20261028/display_points.json": "c520433317be9a24799d03c22a800799e0fcf5316896f9c6739db53aef7a0614",
      "锂矿周期研究/04研究工作台/锂产业链研究工作台/current.json": "c014d4aebcfa91a9947699348a3fa8efa872b6f4e926e350339cf2cc4c7f8a54",
      "锂矿周期研究/04研究工作台/锂产业链研究工作台/临时审核/2026-10-27_PRJ-007库存双版审核/native-r4/data.json": "1a50beb8f67ff7a69b28f79bda5e488a25bcecead3f973d80d7de95b5cfbd8e0"
    },
    "live_db_check": {
      "role": "read-only selected canonical inventory interfaces",
      "receipt": "live_database_readonly_check.json",
      "views": [
        "mart.institutional_inventory_history",
        "mart.weekly_report_updates",
        "mart.project4_wp5_mysteel_inventory_public_fragments",
        "normalized.metric_observation"
      ],
      "finding": "No later eligible absolute stock point for three target lines in inspected results; SMM ore Sep and LH new weekly Oct1 are prior research-only supplements. Mysteel Sep 435000t total already in DB; factory/transit fields still null, newly sourced named-reprint split remains separate. ICC Sept anchor is a different population from SMM monthly candidate."
    }
  },
  "freshness_notes": [
    {
      "series": "盐厂锂矿原料",
      "last_period": "2026年9月",
      "reason": "9月为本轮取得的最新明确月度点；未取得同范围10月数值。"
    },
    {
      "series": "氢氧化锂产品",
      "last_period": "2026年10月1日",
      "reason": "机构按周发布；之后同范围公开吨数本轮未取得。10/19—23经营描述不能替代库存量。"
    },
    {
      "series": "动力＋储能电池",
      "last_period": "2026年8月",
      "reason": "同组库存数值在报告间有8月／9月归期冲突，9月新点暂不采用。"
    }
  ]
}