Group 1 - The main contract for lithium carbonate in domestic commodity futures continued to rise, with a 2% increase on August 12, accumulating over 10% in two days [2] - On August 11, CATL announced the suspension of mining operations at its project in Yichun, Jiangxi, after the mining license expired on August 9, leading to a surge in lithium mining stocks [2] - CITIC Futures indicated that the suspension of the mine could create a supply gap of several thousand tons in a single month, given the tight supply-demand balance for lithium carbonate in Q3 [2] Group 2 - The suspension of the Jiangxi lithium mine signifies a notable risk of supply contraction for lithium carbonate, which is expected to drive prices higher in the new energy metals sector [2] - On August 12, shares of several leading companies in the lithium mining sector experienced varying degrees of decline, with CATL's stock dropping by 0.16% by the end of the trading day [2]
宁德时代宜春矿停采引发锂价异动 碳酸锂期货两日涨幅超10%