宁德时代回应！这类股集体飙升！

Group 1 - The core point of the article is the significant increase in lithium carbonate futures prices, with the main contract rising by 8% to 81,000 yuan per ton on August 11 [1][2] - The price fluctuation is attributed to the suspension of mining operations by CATL at the Jiangxi Yichun project due to the expiration of the mining license on August 9, which has raised concerns about supply shortages [6][8][10] - The Yichun area is critical for lithium production, with the suspended mine having a production capacity of approximately 10,000 tons of lithium carbonate per month, accounting for about 12.5% of domestic output [10] Group 2 - CATL has stated that the suspension of operations will not significantly impact its overall business, as it is in the process of renewing its mining license [6][10] - Market sentiment is expected to drive lithium prices above 80,000 yuan per ton in the coming days, with potential fluctuations between 70,000 and 80,000 yuan per ton thereafter [11] - The demand for lithium carbonate is anticipated to remain strong due to ongoing policies supporting electric vehicle purchases, despite potential seasonal demand fluctuations [10]