CATL(SZ:300750) Di Yi Cai Jing·2025-08-11 02:56Core Viewpoint - The supply disruption caused by the suspension of mining operations at CATL's Jiangxiawo lithium mine is expected to lead to a short-term increase in lithium prices, with a recommendation to focus on companies with cost advantages and resource expansion potential in the lithium sector [1][5]. Group 1: Market Reaction - On August 11, lithium-related stocks surged, with companies such as Shengxin Lithium Energy and Jiangte Motor hitting the daily limit, while Zhongmin Resources and Ganfeng Lithium rose by 7% [1]. - The futures prices of lithium carbonate saw significant increases, with the main contract reaching a limit up [2]. Group 2: Company-Specific Developments - CATL's Jiangxiawo mining operations were suspended on August 9, with no immediate plans for resumption. The company stated that the impact on overall operations is minimal while they work on renewing the mining license [3][4]. - The Jiangxi Yichun Natural Resources Bureau has mandated eight lithium mining companies, including CATL's Yichun Times New Energy Mining Co., to complete resource verification reports by the end of September [4].