Group 1 - Lithium stocks experienced a decline, with Tianqi Lithium down 6.81% to HKD 45.18 and Ganfeng Lithium down 4.59% to HKD 32.44 [1] - CATL announced the suspension of mining operations at its Yichun project after the mining license expired on August 9, which is expected to impact domestic lithium carbonate production by nearly 12% [1] - The suspension of the Jiangxiawo mine is anticipated to lead to increased expectations of production halts at other lithium mica mines in Yichun, resulting in stronger expectations for lithium supply contraction [1] Group 2 - Market analysts express uncertainty about the sustainability of lithium price rebounds, with CITIC Futures analyst Zhang Weixin noting that the impact of the Jiangxiawo mine's suspension is less significant than the previous suspension [1] - In January 2025, following a previous suspension, lithium carbonate prices ranged between CNY 75,000 and CNY 80,000 per ton, supported by strong demand expectations [1] - Although there are expectations for a demand peak in the market, there is a lack of imagination regarding overall demand growth for the second half of the year [1]
港股异动 | 锂业股早盘回落 锂供应收缩预期强烈 分析称下半年整体需求增量已缺乏想象空间