碳酸锂供需是否逆转？实探宁德时代宜春锂矿

Group 1 - The core point of the article is that CATL's lithium mica mine in Yichun has ceased operations since August 10, which raises questions about the supply-demand dynamics of lithium carbonate [1] - CATL is currently processing an application for the renewal of its mining license, stating that the impact on overall operations is minimal [1] - In contrast, Guoxuan High-Tech's lithium mica mine in Yichun remains operational, indicating a disparity in production activities between the two companies [1] Group 2 - The media platform "True Lithium Research" suggests that without a significant reduction in actual production capacity, the supply-demand gap for lithium resources will continue to widen, leading to a situation where supply growth slightly outpaces demand growth [1] - It is anticipated that lithium prices will decline until a significant reversal in supply-demand dynamics occurs, specifically when supply is substantially lower than demand, which would signal a true price turning point [1]