宁德时代回应，碳酸锂涨停，这类股集体飙升

Core Insights - The core issue revolves around the suspension of mining operations at the Jiangxi Yichun project, which has significantly impacted lithium carbonate prices and the stock performance of lithium-related companies [1][9]. Company Response - Ningde Times confirmed the suspension of mining operations at the Yichun project after the mining license expired on August 9, stating that they are in the process of renewing the license and that the impact on overall operations is minimal [1]. Market Reaction - On August 11, lithium-related stocks surged, with Jiangte Electric and Yongshan Lithium Industry hitting the daily limit [3]. - Major lithium companies such as Shengxin Lithium Energy and Tianqi Lithium also saw significant gains, with increases exceeding 8% [5]. Price Movements - The main contract for lithium carbonate futures reached a limit increase, trading at 81,000 RMB per ton, up from 75,000 RMB [8]. - Analysts predict that lithium prices may rise to over 80,000 RMB per ton in the coming days due to supply disruptions, before stabilizing between 70,000 and 80,000 RMB [9]. Supply Impact - The Yichun mining area and its associated processing facilities contribute approximately 10,000 tons per month, accounting for about 12.5% of China's total lithium production [9]. - The suspension may create a supply gap of several thousand tons per month, affecting the balance of supply and demand in the lithium market [9].