Core Viewpoint - Lithium stocks opened high, with Tianqi Lithium and Ganfeng Lithium both rising over 15% due to supply concerns in the lithium market stemming from production halts in key mining areas [1][4][7]. Group 1: Stock Performance - Ganfeng Lithium (01772.HK) saw an increase of 15.01%, trading at 32.340, with a high of 32.400 and a low of 30.060 [2][3]. - Tianqi Lithium (09696.HK) rose by 15.26%, trading at 47.280, with a high of 48.800 and a low of 44.260 [4][5]. Group 2: Market Dynamics - The main contract for lithium carbonate futures opened at a limit-up price of 81,000 yuan/ton [7]. - A production halt at the mining site in Jiangxi, effective from August 10, is expected to tighten lithium supply, with potential impacts on 7,000 to 8,000 tons of lithium carbonate equivalent per month due to regulatory delays in mining permits [7]. - The increase in costs due to changes in tax rates for converting kaolin to lithium clay, combined with the traditional peak demand season from September to November, is likely to further elevate lithium carbonate prices [7].