Core Viewpoint - The recent extreme fluctuations in lithium carbonate prices are largely driven by news factors, with the company expressing optimism regarding its mining rights renewal process in Jiangxi Yichun [1][2] Group 1: Lithium Market Dynamics - Lithium carbonate prices experienced significant volatility, with a price surge followed by a sharp decline, including a 5.9% drop on July 29 and a stabilization with a 0.43% increase on July 30 [1] - A report from Zhonggrain Futures Research Institute indicates that the production scale of eight mining companies is 73.9 million tons (raw ore) per year, with seven currently in production, contributing to approximately 20% of the domestic monthly output [1] Group 2: Company Operations and Mining Rights - The company’s lithium mining project in Jiangxi Yichun is operating normally, and it has submitted the necessary application materials for the renewal of its mining rights to the local natural resources bureau [1] - The mining rights for the company’s subsidiary, Yichun Times New Energy Mining Co., began on August 9, 2022, and are set to expire on August 9, 2023 [2] - The company is currently awaiting approval for its mining rights renewal, with local authorities confirming receipt of the application and stating that the materials are complete [1]
碳酸锂出现极端行情!宁德时代:江西锂矿采矿权续期申请待批