碳酸锂狂飙的4天：多空决战宜春，投资者深夜蹲守矿山

Group 1 - The core issue of the lithium market is the "anti-involution" competition, which has led to significant supply concerns following the expiration of mining licenses for key lithium mines, particularly the one operated by CATL in Yichun, Jiangxi [1][2] - The carbon lithium futures contract saw a substantial price increase, rising 18.5% from August 7 to August 12, with a closing price of 82,520 yuan/ton on August 12 [1][2] - The Yichun mining operations are critical, as they account for approximately 20% of China's monthly lithium production, with a production scale of 4,390 million tons/year [2][6] Group 2 - The market is currently in a state of intense competition, with investors closely monitoring the situation at the Yichun lithium mine, leading to speculative trading and significant price volatility [3][4] - The upcoming deadline of September 30 for the eight involved lithium mining companies to submit resource reports is seen as a pivotal point for future supply and pricing dynamics in the lithium market [5][6] - Companies like Guoxuan High-Tech and Keli Yuan have confirmed that their operations in Yichun are ongoing and that their mining licenses remain valid, indicating that not all players are affected by the regulatory changes [6]