枧下窝矿所在的宜春，以及察尔汗盐湖所在的青海，是我国云母提锂和盐湖提锂的重要产区，在国内锂 盐行业占据重要的地位。其中，被誉为"亚洲锂都"的宜春，碳酸锂产量约占全国四分之一。枧下窝矿区 是宜春地区目前产能最大的锂云母矿之一。2022年4月，宁德时代以8.65亿元竞得宜丰县枧下窝矿区探 矿权，采矿权始于2022年8月9日，于2025年8月9日到期。该矿以"陶瓷土（含锂）"名义申报，伴生氧化 锂资源量达265.68万吨，折合碳酸锂当量约657万吨。 一般来说，矿企的采矿权到期后可以续签。但是，枧下窝矿区却因矿权没有如期续签，不得不停产。种 种迹象显示，一场围绕着锂矿资源收紧的整顿行动正在展开。 8月11日早间，全球动力电池龙头宁德时代一则通告，引爆了沉寂多时的锂电市场。其位于江西宜春的 枧下窝锂矿区因采矿许可证到期暂停开采。这场看似"程序性"的停产事件，有望成为中国新能源产业告 别野蛮生长、走向高质量发展的关键转折。 （文章来源：证券时报） 今年7月，宜春市自然资源局要求8家涉锂矿山企业须在9月底前完成储量核实报告编制，宁德时代旗下 宜春时代新能源矿业有限公司在8家涉锂矿山企业之列。同时，藏格矿业旗下察尔汗盐湖一 ...

8月11日早间，全球动力电池龙头宁德时代一则通告，引爆了沉寂多时的锂电市场。其位于江西宜春的枧下窝锂矿 区因采矿许可证到期暂停开采。这场看似"程序性"的停产事件，有望成为中国新能源产业告别野蛮生长、走向高 质量发展的关键转折。 今年7月，宜春市自然资源局要求8家涉锂矿山企业须在9月底前完成储量核实报告编制，宁德时代旗下宜春时代新 能源矿业有限公司在8家涉锂矿山企业之列。同时，藏格矿业旗下察尔汗盐湖一期1万吨/年的锂盐厂被当地政府要 求停产整顿。该公司需要重新提交锂开采准证的申请，并在采矿许可证全面合规后，方可申请复产。 锂矿开采审查监管升级的背后，是我国7月1日起正式实施的新版《矿产资源法》。新版法规进一步明确了所有战 略性矿产资源要按照国家有关规定实行保护性开采。自然资源部负责保护性开采的特定矿种开采的登记、审批， 地方政府仅可在获得授权的前提下进行勘查、开采的登记、审批。可以看出，监管政策的收紧，本质上是防止内 卷式恶性竞争，强化市场优胜劣汰机制，畅通落后低效产能退出渠道。 枧下窝矿所在的宜春，以及察尔汗盐湖所在的青海，是我国云母提锂和盐湖提锂的重要产区，在国内锂盐行业占 据重要的地位。其中，被誉为"亚洲 ...

随着枧下窝矿区停产，市场对于"反内卷"政策严格执行的预期再度升温。昨日，光伏和黑色链期货也全 线上涨。截至收盘，多晶硅涨超6%，工业硅涨超4%，焦煤、焦炭均涨2%左右。 8月11日，受宁德时代（300750）枧下窝矿区停产消息的刺激，碳酸锂期货开盘全线冲击涨停，主力合 约当天封死涨停一字板，报81000元/吨。 据证券时报记者了解，该矿区产能较大，占据江西锂矿产量半壁江山，且短期没有复产计划。停产将造 成单月数千吨的供应缺口，三季度碳酸锂或出现明显短缺。 碳酸锂期货全线涨停 8月9日，宁德时代枧下窝矿区确认停产，且短期暂无复产计划。 受此消息刺激，碳酸锂期货主力合约在8月11日早间开盘直接封死涨停板，报81000元/吨，刷出了近半 年以来新高。由于开盘即一字涨停，主力合约成交量仅3.8万手，而前一个交易日成交量为89.6万手，市 场人士预期该品种短线或仍延续强势。 锂产能周期难言反转 在江西枧下窝矿区停产的消息落地后，市场对锂矿的供应产生了担忧，碳酸锂的供需格局能否彻底扭转 备受市场关注。 车国俊指出，目前碳酸锂现货市场处于"情绪驱动+基本面"的阶段，前期由于江西地区矿山停产尚未落 地，碳酸锂厂家出货相对积极 ...

Group 1 - The market is experiencing a significant rally, with the Shanghai Composite and Shenzhen Component indices reaching new highs, and the ChiNext Index rising by 1.96%, indicating strong market activity with over 4,100 stocks in the green and a trading volume of 1.83 trillion yuan [1] - Retail investors are struggling to keep up with rapid sector rotations, missing out on gains as sectors like lithium and AI surge while they are left holding underperforming stocks [3][5] - The anxiety of missing out on market gains is more distressing for retail investors than actual losses, as many new investors enter the market while others hesitate and miss opportunities [4] Group 2 - Despite the overall market rally, not all sectors are performing well, with banks and gold stocks lagging behind, highlighting that a rising index does not equate to widespread gains across all stocks [6] - Investors are advised to focus on sectors with strong policy support, such as lithium, photovoltaic capacity optimization, and technology independence, rather than getting caught up in the excitement of index highs [6] - A strategic approach is recommended, including maintaining a diversified portfolio with a focus on high-dividend stocks, policy-driven sectors, and holding cash for potential buying opportunities [8] Group 3 - The market rewards those who are prepared and have a clear strategy, emphasizing the importance of understanding market dynamics and having a plan rather than simply reacting to market movements [9]

枧下窝矿所在的宜春，以及察尔汗盐湖所在的青海，是我国云母提锂和盐湖提锂的重要产区，在国内锂 盐行业占据重要的地位。其中，被誉为"亚洲锂都"的宜春，碳酸锂产量约占全国四分之一。枧下窝矿区 是宜春地区目前产能最大的锂云母矿之一。2022年4月，宁德时代以8.65亿元竞得宜丰县枧下窝矿区探 矿权，采矿权始于2022年8月9日，于2025年8月9日到期。该矿以"陶瓷土(含锂)"名义申报，伴生氧化锂 资源量达265.68万吨，折合碳酸锂当量约657万吨。 8月11日早间，全球动力电池龙头宁德时代（300750）一则通告，引爆了沉寂多时的锂电市场。其位于 江西宜春的枧下窝锂矿区因采矿许可证到期暂停开采。这场看似"程序性"的停产事件，有望成为中国新 能源产业告别野蛮生长、走向高质量发展的关键转折。 今年7月，宜春市自然资源局要求8家涉锂矿山企业须在9月底前完成储量核实报告编制，宁德时代旗下 宜春时代新能源矿业有限公司在8家涉锂矿山企业之列。同时，藏格矿业（000408）旗下察尔汗盐湖一 期1万吨/年的锂盐厂被当地政府要求停产整顿。该公司需要重新提交锂开采准证的申请，并在采矿许可 证全面合规后，方可申请复产。 锂矿开采审查监 ...

Chinese battery manufacturer Contemporary Amperex Technology Co., or CATL, reportedly suspended operations at one of the world's largest lithium mines. https://t.co/lJ8yxaAWHV ...

Core Viewpoint - The lithium carbonate market experienced a significant surge following a production halt announcement from CATL, with futures prices reaching a three-month high of 81,000 yuan/ton, marking an 8% increase on August 11 [2][3]. Group 1: Production and Market Impact - CATL announced a suspension of mining operations at its Yichun project due to the expiration of its mining license, stating that the overall impact on the company's operations would be minimal [2]. - The lithium salt industry has been characterized by insufficient capacity reduction, and this production halt is perceived as the first substantial reduction signal, coinciding with traditional peak season demand [2][3]. - The average lithium oxide grade at CATL's Yichun mine is 0.27%, with a planned capacity of 33 million tons of lithium-containing ore, contributing approximately 42,000 tons of lithium resource supply annually, which accounts for about 3% of global lithium resource supply [3][4]. Group 2: Market Reactions and Stock Performance - The surge in lithium carbonate futures led to a collective rally in the A-share lithium mining sector, with stocks like Tianqi Lithium and Ganfeng Lithium hitting their daily limits [3]. - Hong Kong and overseas lithium mining stocks also saw significant gains, with Ganfeng Lithium rising over 20% and Australian companies like Liontown Resources and Pilbara Minerals increasing by more than 17% [3]. - Since late July, lithium carbonate futures have fluctuated from 69,400 yuan/ton to around 79,500 yuan/ton, before recently surpassing 80,000 yuan/ton, reflecting a more than 15% increase over two trading days [3]. Group 3: Regulatory and Supply Chain Considerations - In addition to CATL's Yichun project, seven other lithium mica mines are facing collective license renewals, with potential impacts on domestic lithium production [5]. - The new Mineral Resources Law, effective July 1, 2025, will classify lithium as an independent mineral, and a notice from the Yichun Natural Resources Bureau requires completion of resource verification reports by September 30 [5]. - The combined output of the eight projects undergoing license renewals is approximately 180,000 tons of lithium carbonate equivalent (LCE), representing 24% of domestic production and 92% of Jiangxi's output [5]. Group 4: Future Supply Dynamics - Despite the current high levels of lithium carbonate production, the impact of the production halt is considered manageable, with potential supply disruptions if the halt extends beyond two weeks [5][6]. - Domestic lithium extraction from salt lakes is also expected to increase, with new projects from China Salt Lake Group entering the market, potentially offsetting some supply losses from the halted operations [6]. - Analysts suggest that while the production halt has driven prices up, the future supply from other domestic and overseas sources remains uncertain, and traders should be cautious of potential price corrections as market sentiment shifts [6].

【DT新材料】 获悉，8月10日晚，据证券时报报道， 宁德时代 旗下宜春时代新能源矿业有限公司 （简称"宜春时代"）的宜丰县圳口里—奉新县枧下窝矿区（含锂）在采矿权到期的次日，即8月10日 凌晨准时停产。 对此，宁德时代于8月11日回应称，" 公司在宜春项目采矿许可证8月9日到期后已暂停了开采作业， 正按相关规定尽快办理采矿证延续申请，待获得批复后将尽早恢复生产，该事项对公司整体经营影响 不大。" 、 据了解，2025年7月7日，宜春市自然资源局发布通知， 要求8家涉锂矿山企业于9月30日前完成矿种 变更储量核实报告编制。起因是国家审计署指出这些矿权存在越权审批问题，将含锂矿以"陶瓷土 矿"名义办理手续 ，需通过科学论证重新确定主矿种。 宁德时代旗下宜春时代新能源矿业有限公司在8家涉锂矿山企业之列。 全国矿业权人勘查开采信息管 理系统显示，其拥有的宜丰县圳口里—奉新县枧下窝矿区陶瓷土（下称"枧下窝矿区"）（含锂）的采 矿许可证的有效期为2022年8月9日至2025年8月9日，开采矿种为陶瓷土，生产规模为4500万吨/年。 此前7月30日，在2025年半年报业绩解读会上，宁德时代相关高管表示，目前宁德时代在江西 ...

Core Viewpoint - A production halt by CATL has triggered a significant surge in the lithium carbonate market, with futures prices reaching a three-month high [2][3]. Group 1: Market Reaction - On August 11, lithium carbonate futures hit the daily limit, rising by 8% to 81,000 yuan per ton [3]. - The halt in production at CATL's Yichun project is interpreted as the first substantial reduction signal in the lithium salt industry, which has been experiencing insufficient capacity reduction [3][4]. - The halt coincides with a traditional peak season for inventory demand, leading to a sharp rebound in lithium carbonate futures prices [3]. Group 2: Stock Market Impact - The surge in lithium carbonate futures has led to a collective rise in A-share lithium mining stocks, with companies like Tianqi Lithium and Ganfeng Lithium hitting their daily limits [5][6]. - Hong Kong and overseas lithium mining stocks also saw significant gains, with Ganfeng Lithium rising over 20% [7]. Group 3: Supply Chain Concerns - The Yichun project is crucial in the lithium supply chain, and a production halt exceeding two weeks could disrupt downstream inventory plans [7]. - There are concerns about potential chain reactions, as seven other lithium mica mines are also facing certificate renewals, which could impact 24% of domestic lithium production [10]. Group 4: Industry Outlook - Despite the production halts, the overall lithium carbonate output remains high, and the impact of the stoppages is considered manageable [11]. - New lithium extraction capacities from salt lakes are expected to come online, which may offset some supply disruptions [11].

8月11日，受宁德时代枧下窝云母矿停产的消息刺激，碳酸锂期货开盘即涨停，主力合约涨幅为8%，报 81000元/吨，市场情绪高涨。 据记者了解，该矿山产能较大，占据江西锂矿产量半壁江山，且短期没有复产计划，将造成单月数千吨的供应 缺口，三季度碳酸锂或出现明显短缺。 随着江西大厂 云母矿 的停产，市场对于"反内卷"严格执行的预期再度升温，光伏和黑色链期货全线上涨。截 至收盘， 多晶硅 涨超6%，工业硅涨超4%，焦煤焦炭涨2%。 碳酸锂期货全线涨停 8月9日，宁德时代枧下窝云母矿确认停产，且短期暂无复产计划。 受此消息刺激，8月11日碳酸锂期货主力合约早间开盘直接封死涨停板至81000元/吨，涨幅为8%，刷新了近 半年以来新高。截至收盘，碳酸锂所有期货合约全线涨停，由于开盘"一"字涨停，主力合约成交量仅3.8万 手，而前一个交易日成交量为89.6万手，不排除下一个交易日继续涨停的可能性。 现货方面，上海SMM电池级碳酸锂报71900元/吨，工业级碳酸锂69800元/吨。 值得注意的是，碳酸锂在上周三开始出现连续三根大阳线，且均是增仓上行，主要由于江西锂矿因环保及证照 问题面临整改，江西锂矿可能减产消息影响，引发市场 ...