Golden Ten Futures Special New Lake Futures Review Lithium Carbonate: On April 29, LC2407, the market maker of lithium carbonate futures pumped more than 6% intraday. The short-term long support are: the implementation of the trade-in subsidy policy has boosted market sentiment; Spot circulation remains tight; Before May Day, the downstream part of the stocking demand was released; Mine prices are stable and rising. The follow-up core focus will be on the demand-side procurement rhythm and the actual production schedule in May. From a fundamental point of view, the marginal weakening of lithium carbonate fundamentals, with the weakening of Jiangxi's environmental impact, the lithium salt supply side gradually recovered, the overall operating rate has risen, and it is expected that the import volume in April will remain at a high level, and the overall supply side is loose. On the demand side, supporting by the seasonal peak season, there was still some resilience in May, and inventory pressure was delayed. On the whole, the short-term market sentiment has been boosted by the trade-in subsidy policy, and the demand in May is the focus of follow-up, and it is expected that the short-term sentiment will return to the weakening fundamentals after the short-term sentiment trade, and it is recommended to pay attention to the Rebound-selling short opportunities.