宁德时代确认宜春项目暂停开采，碳酸锂涨停

Core Viewpoint - Ningde Times has suspended mining operations at the Jiangxi Yichun project due to the expiration of its mining license, but the overall impact on the company's operations is considered minimal [1] Group 1: Company Operations - The mining license for the Jiangxi Yichun project expired on August 9, leading to a temporary halt in operations while the company applies for a renewal [1] - The company has confirmed that it has submitted the necessary application materials to the local natural resources bureau and is awaiting approval, with a positive outlook on the situation [4] - The company reported a revenue of 178.9 billion RMB in the first half of the year, a year-on-year increase of 7.27%, and a net profit of 30.5 billion RMB, up 33.02% year-on-year [5] Group 2: Industry Impact - The suspension of operations at Ningde Times' lithium mine may lead to a potential supply reduction of 7,000 to 8,000 tons of lithium carbonate equivalent per month due to similar license approval processes affecting other lithium mines in Jiangxi [1] - The increase in tax rates for converting ceramic clay to lithium clay may significantly raise costs, especially during the traditional peak season from September to November, which could drive up lithium carbonate prices [1] - The recent developments in Jiangxi's lithium mining sector are expected to lead to a re-evaluation of lithium carbonate supply and pricing, with heightened expectations of supply contraction [1][2]