金十期货整理 | 碳酸锂市场近期大事及后续重点关注事项

Recent Major Events in the Lithium Carbonate Market - In mid-July, the Natural Resources Bureau of Yichun City, Jiangxi Province, required eight lithium mining companies to complete resource verification reports by the end of September, enforcing strict regulations against illegal mining [1] - On July 17, a subsidiary of Zangge Mining was ordered to suspend production due to the lack of mining permits for its lithium refining project, causing the LC2509 contract price to surge over 4%, approaching 69,980 yuan/ton, marking a four-month high [1] - On July 21, Yichun Silver Lithium New Energy Co., a subsidiary of Jiangte Electric, announced a 26-day production halt for maintenance starting July 25 [1] - On July 25, the LC2509 contract price reached a peak of 80,520 yuan/ton, with a weekly increase exceeding 15% [1] - On the evening of July 25, the Guangqi Exchange announced that starting July 28, 2025, non-futures company members or clients would be limited to a daily opening position of 3,000 lots in the LC2509 contract [1] - On July 28, the LC2509 contract experienced a limit down, with a decline of nearly 8% and a rapid drop in trading volume by over 20%, indicating a swift cooling of market sentiment [1] Key Future Focus Areas - Attention is needed on whether the mining permit for the Jiangxia Wokeng mine operated by CATL will be renewed on August 9 [1] - The results of the resource verification report for eight mining sites in Yichun are due by September 30 [1] - Ongoing government oversight and inspections of mining operations across various regions should be monitored [1]