宁德时代矿区停产！碳酸锂期货一度飙升9.77%

Group 1 - The lithium carbonate futures market showed strong performance, with the main contract reaching 88,800 yuan/ton, a rise of 9.77%, and closing with a 2% increase [1] - The immediate trigger for this price movement was the news of the shutdown of mining operations at the Jiangxiawo mining area by CATL, effective from August 10, with no immediate plans for resumption [1] - The LC2508 contract exhibited even more significant gains, closing up 10.89% [1] Group 2 - The China Nonferrous Metals Industry Association's lithium branch issued a call to resist "involutionary" competition and to strengthen upstream and downstream collaboration, which is interpreted as an enhancement of industry self-discipline [3] - This initiative is seen as providing policy support for the rising lithium prices [3] Group 3 - The shutdown at the Jiangxiawo mining area directly impacted the supply of lithium carbonate, reducing monthly supply by approximately 8,300 tons, which is about 8% of domestic monthly supply [4] - The average price of battery-grade lithium carbonate rose to 78,000 yuan/ton on August 11, an increase of 8,000 yuan, and continued to rise to 79,500 yuan/ton on August 12, reflecting strong market reactions to supply contraction expectations [4] - Other lithium mines in Yichun, Jiangxi, are also facing compliance review pressures, potentially affecting an additional 200,000 tons of lithium carbonate equivalent annual production [4] Group 4 - The initiative from the China Nonferrous Metals Industry Association emphasizes the importance of industry chain collaboration and fair competition, aiming to stabilize market supply and promote optimized layouts [5] - The timing of this initiative is critical, as it seeks to regulate market order amid rising lithium carbonate prices, reflecting a commitment to maintaining a healthy development environment for the industry [5] - Similar self-regulatory behavior is observed in the dry-process lithium battery separator sector, where eight leading manufacturers reached consensus on price discipline and capacity management [5]