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中信证券:青海锂盐湖出现停产,锂价有望走出底部区间
news flash·2025-07-18 00:21

Core Viewpoint - The announcement from Cangge Mining indicates that its subsidiary, Cangge Lithium, has halted production for rectification due to illegal lithium resource mining, reflecting stricter compliance scrutiny in the domestic mining industry [1] Industry Summary - The mining sector in China is experiencing increased regulatory focus on compliance with mining rights, with local governments prioritizing the crackdown on illegal activities [1] - There is a potential risk of compliance issues spilling over to other lithium extraction companies in Qinghai and Yichun, which could lead to production halts and significantly impact domestic lithium resource supply [1] Price Outlook - Long-term lithium prices are expected to have strong cost support at 60,000-70,000 yuan per ton, combined with short-term supply disruptions and robust demand, suggesting that lithium prices may emerge from their bottom range [1]