碳酸锂供需是否逆转？实探宁德时代宜春锂矿：矿区只剩值守人员，何时复工不清楚

Core Viewpoint - The recent suspension of operations at the Jiangxi-based lithium mica mine, Jiangxiawo, owned by CATL, has sparked industry speculation regarding the duration of the shutdown and its implications for the lithium market [1][2][5]. Company Summary - CATL is currently processing the renewal application for the mining license, and the company asserts that the suspension will not significantly impact its overall operations [2][21]. - The Jiangxiawo mine is CATL's largest lithium mica mine, and its activities are crucial for the lithium mica and carbonate markets [5][21]. Industry Summary - The Jiangxiawo mine's suspension began on August 10, 2023, following the expiration of its mining license on August 9, 2023 [7][21]. - The mine's average ore grade is approximately 0.27%, making it one of the higher-cost mines in Jiangxi [21]. - The total output of lithium carbonate in 2024 is projected to be 1.33 million tons, with 222,000 tons (16.4%) sourced from lithium mica [18][21]. - The suspension has led to speculation about the broader implications for lithium supply and demand dynamics, with concerns that supply growth may outpace demand growth, potentially leading to a decline in lithium prices [25].